# Cantata Wealth Management, LLC

> Cantata Wealth Management, LLC is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 332526
- Filed as: CANTATA WEALTH MANAGEMENT, LLC
- Also doing business as: CANTATA WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332526
- AdvisorCensus page: https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526

## Quick answers

**How is Cantata Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cantata Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Cantata Wealth Management, LLC located?**
Cantata Wealth Management, LLC's principal office is in Coral Gables, FL, according to its Form ADV.

**Is Cantata Wealth Management, LLC registered with the SEC or a state?**
Cantata Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332526.

**How much does Cantata Wealth Management, LLC manage?**
Cantata Wealth Management, LLC reports $101,092,094 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**How have Cantata Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Cantata Wealth Management, LLC: Regulatory assets under management: $0 in the October 2024 data and $101,092,094 in the October 2026 data. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cantata Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (9).

**Which custodians does Cantata Wealth Management, LLC use?**
Cantata Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cantata Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332526

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $101,092,094
- Discretionary: $101,092,094
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,539,955 |
| High net worth individuals | 21 | $98,552,139 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, NC, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cantatawealth.com
- LinkedIn @cantata-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 3 | September 6, 2024 |
| October 2025 | $65,654,203 | 4 | July 28, 2025 |
| October 2026 | $101,092,094 | 4 | August 11, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $101,092,094 in the October 2026 data.
Total employees: 3 in October 2024 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cantata Wealth Management, LLC (CRD 332526): Form ADV filing data as of October 2026.