Contango Wealth Management LLC
● SEC registered since 2025CRD 337757SEC# 801-134226Oakland, CA
Reg. AUM
$122.8M
Employees
2
Accounts
260
Location
Oakland, CA
Contango Wealth Management LLC assets under management
Contango Wealth Management LLC is an investment advisory firm registered with the SEC based in Oakland, CA. The firm has been registered since 2025. It reports $122.8 million in regulatory assets under management and employs 2 people.
Contango Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gerald Alexander Fegler Control | Managing Partner And Chief Compliance Officer | 50-75% | 2025 |
| Michael James Castro Control | Managing Partner | 50-75% | 2025 |
Frequently asked questions
How much does Contango Wealth Management LLC manage?
Contango Wealth Management LLC reports $122.8 million in regulatory assets under management on its Form ADV.
How many employees does Contango Wealth Management LLC have?
Contango Wealth Management LLC reports 2 employees.
Where is Contango Wealth Management LLC located?
Contango Wealth Management LLC is based in Oakland, CA and has been SEC-registered since 2025.
Does Contango Wealth Management LLC disclose fund performance?
Contango 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 | 1901 Harrison Street, Suite 1176, Oakland, CA 94612 |
| Phone | 415.794.1622 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.8MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$122.8Mregulatory AUM
Discretionary $122.8M