Cantata Wealth Management, LLC
CRD 332526SEC# 801-130950Coral Gables, FL
No longer SEC-registered. Cantata Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$65.7M
Employees
4
Accounts
80
Location
Coral Gables, FL
Cantata Wealth Management, LLC assets under management
Cantata Wealth Management, LLC operates as an SEC-registered investment adviser based in Coral Gables, FL. It reports $65.7 million in regulatory assets under management and employs 4 people.
Cantata Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina Noelle Kramlich | Partner | 5-10% | 2024 |
| Gregory Steven Cheng Control | Co-Ceo And President, Cco | 25-50% | 2024 |
| Jeffrey Christopher Bechtel | Partner | 5-10% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Cantata Wealth Management, LLC manage?
Cantata Wealth Management, LLC reports $65.7 million in regulatory assets under management on its Form ADV.
How many employees does Cantata Wealth Management, LLC have?
Cantata Wealth Management, LLC reports 4 employees.
Where is Cantata Wealth Management, LLC located?
Cantata Wealth Management, LLC is based in Coral Gables, FL.
Does Cantata Wealth Management, LLC disclose fund performance?
Cantata Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2525 Ponce de Leon Blvd., Suite 300, Coral Gables, FL 33134 |
| Office hours | 9:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$65.7M▲ 51%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$65.7Mregulatory AUM
Discretionary $65.7M