Contango Wealth Management LLC
Contango Wealth Management LLC is an SEC-registered wealth manager in Oakland, CA with $122.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Contango Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337757, SEC 801-134226, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $122.8M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Oakland, CA
- Employees
- 2
- Clients
- 94
- CRD
- 337757
- Ownership
- CASTRO, Michael, JAMES; FEGLER, GERALD, ALEXANDER
How much AUM does Contango Wealth Management LLC have?
Contango Wealth Management LLC reported $122.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Contango Wealth Management LLC?
Disclosed owners and executives of Contango Wealth Management LLC include CASTRO, Michael, JAMES, FEGLER, GERALD, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.