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Cantata Wealth Management

EST. AUM
$101,092,094

CONTACTS
2

CLIENT ACCOUNTS
115

Firm Details

Metro area Miami
CRD Number 332526
Website cantatawealth.com
Client types

Overview

Cantata Wealth Management, LLC is an SEC-registered investment adviser and wealth management firm headquartered in Coral Gables, Florida. Founded as an advisory business in 2024, the firm provides integrated financial planning and discretionary investment management to high-net-worth individuals, families, foundations, endowments, and business owners. Services include portfolio management, asset allocation, tax and cash-flow planning, retirement planning, estate-planning assistance, and selection of third-party investment managers. Cantata builds client-specific portfolios and model-based strategies according to risk tolerance and financial objectives. It also provides access to alternative investments and uses Fidelity for custody while leveraging Dynamic Advisor Solutions for technology and investment-platform support.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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