CANTATA WEALTH MANAGEMENT, LLC
CRD #332526 SEC #801-130950 CORAL GABLES, FL 844-226-8282
SEC Registered
Total AUM
$65.7M
Discretionary
$65.7M
Employees
4
Clients
0
Accounts
80
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $65.7M | $65.7M | $0 | 4 | 0 |
| May 2025 | $45.4M | $45.4M | $0 | 4 | 0 |
| Apr 2025 | $45.4M | $45.4M | $0 | 4 | 0 |
| Mar 2025 | $45.4M | $45.4M | $0 | 4 | 0 |
| Mar 2025 | $43.4M | $43.4M | $0 | 4 | 0 |
| Feb 2025 | $43.4M | $43.4M | $0 | 4 | 0 |
| Jan 2025 | $43.4M | $43.4M | $0 | 4 | 0 |
| Jan 2025 | $32.3M | $32.3M | $0 | 4 | 0 |
| Dec 2024 | $32.3M | $32.3M | $0 | 4 | 0 |
| Dec 2024 | $0 | $0 | $0 | 3 | 0 |
| Nov 2024 | $0 | $0 | $0 | 3 | 0 |
| Nov 2024 | $0 | $0 | $0 | 3 | 0 |
| Oct 2024 | $0 | $0 | $0 | 3 | 0 |
| Sep 2024 | $0 | $0 | $0 | 3 | 0 |
| Jul 2024 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$65.7M
Discretionary$65.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2025
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0