# Contango Wealth Management LLC

> Contango Wealth Management LLC is an SEC-registered investment advisory firm in Oakland, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 337757
- Filed as: CONTANGO WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakland, CA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337757
- AdvisorCensus page: https://advisorcensus.com/firm/contango-wealth-management-llc-oakland-ca-337757

## Quick answers

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

**Where is Contango Wealth Management LLC located?**
Contango Wealth Management LLC's principal office is in Oakland, CA, according to its Form ADV.

**Is Contango Wealth Management LLC registered with the SEC or a state?**
Contango Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337757.

**How much does Contango Wealth Management LLC manage?**
Contango Wealth Management LLC reports $122,757,483 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Contango Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (56); individuals (other than high net worth individuals) (38).

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

**Does Contango 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/337757

**Does Contango Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "There is no account minimum for any of CWM’s services."

**What changed in Contango Wealth Management LLC's recent Form ADV filings?**
In the January 2026 filing data: Regulatory assets under management went from $0 to $123,264,192.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: None

> There is no account minimum for any of CWM’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- 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: $122,757,483
- Discretionary: $122,757,483
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $96,820,759 |
| High net worth individuals | 56 | $25,936,724 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH, NY, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### January 2026
- Regulatory assets under management went from $0 to $123,264,192.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Contango Wealth Management LLC (CRD 337757): Form ADV filing data as of October 2026.