RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 28, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
BARRY, KEVIN, DANIELICO-CEO AND CHIEF INVESTMENT OFFICERC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
CHENG, GREGORY, STEVENICO-CEO AND PRESIDENT, CCOC Control
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
HARTLEY, ROGER, FRANKLYNIPARTNERB
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
BECHTEL, JEFFREY, CHRISTOPHERIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA
KRAMLICH, CHRISTINA, NOELLEIPARTNERA

Registrations

Federal

IA
Jul 28, 2025 REGISTERED

Notice Filings (5)

CA FL LA NC TX

Address

2525 PONCE DE LEON BLVD.
SUITE 300
CORAL GABLES, FL 33134
United States
Phone: 844-226-8282