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Contango Wealth Management LLC

EST. AUM
$122,757,483

CONTACTS
2

CLIENT ACCOUNTS
260

Firm Details

Metro area San Francisco
CRD Number 337757
Website n
Client types

Overview

Contango Wealth Management LLC is a California-based registered investment adviser formed on June 18, 2025 and listed on the SEC’s Investment Adviser Public Disclosure (IAPD) system. Public filings and ADV mirrors indicate the firm was founded by Gerald Alexander Fegler and Michael James Castro and operates from Oakland, California. The practice delivers discretionary wealth management through a client-specific process that includes documenting each client’s circumstances and objectives and managing portfolios accordingly under an Investment Policy Statement.

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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