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Firm profile

Cantata Wealth Management, LLC

CORAL GABLES, FLCRD 332526Latest ADV August 11, 2026

Cantata Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated August 11, 2026, reports $101M in regulatory assets under management, 4 employees, 4 offices, and 115 accounts.

Assets Under Management
$101M
Employees
4
Offices
4 offices
Total Clients
30
Primary office
CORAL GABLES, FL
2525 PONCE DE LEON BLVD., SUITE 300, CORAL GABLES, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOGregory S. Cheng
CEOKevin D. Barry
CCOGregory S. Cheng

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentHNWI represent 70.0% of total clients.
Top client categories% of clientsClients
1
HNWI
70.0%
21
2
Individuals
30.0%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$101Mas of August 11, 2026
Discretionary100.0%
$101M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$101M
Total Accounts115
10Y AUM Change+$101M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee8:1
10Y Employee Change+1 (+33.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.