CONTANGO WEALTH MANAGEMENT LLC
CRD #337757 SEC #801-134226 OAKLAND, CA 415.794.1622
SEC Registered
Total AUM
$123.3M
Discretionary
$123.3M
Employees
2
Clients
0
Accounts
257
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASTRO, Michael, JAMES | I | MANAGING PARTNER | D | Control |
| CASTRO, Michael, JAMES | I | MANAGING PARTNER | D | Control |
| CASTRO, Michael, JAMES | I | MANAGING PARTNER | D | Control |
| CASTRO, Michael, JAMES | I | MANAGING PARTNER | D | Control |
| FEGLER, GERALD, ALEXANDER | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| FEGLER, GERALD, ALEXANDER | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| FEGLER, GERALD, ALEXANDER | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| FEGLER, GERALD, ALEXANDER | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Dec 26, 2025 REGISTERED
Notice Filings (4)
CA NH NY WA
Address
1901 HARRISON STREETSUITE 1176
OAKLAND, CA 94612
United States
Phone: 415.794.1622