# CANTATA WEALTH MANAGEMENT, LLC

CANTATA WEALTH MANAGEMENT, LLC of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 332526
- Type: SEC-registered investment adviser
- SEC file number: 801-137021
- Location: 2525 PONCE DE LEON BLVD., SUITE 300, CORAL GABLES, FL, 33134
- Phone: 844-226-8282
- Latest filing: 2026-07-07
- Regulatory AUM: $101.1M
- Discretionary AUM: $101.1M
- Clients: 4
- Accounts: 115

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Steven Cheng | CO-CEO AND PRESIDENT, CCO | — |
| Kevin Daniel Barry | CO-CEO AND CHIEF INVESTMENT OFFICER | — |
| Roger Franklyn Hartley | PARTNER | — |
| Jeffrey Christopher Bechtel | PARTNER | — |
| Christina Noelle Kramlich | PARTNER | — |
| BARRY KEVIN DANIEL | CO-CEO AND CHIEF INVESTMENT OFFICER | — |
| HARTLEY ROGER FRANKLYN | PARTNER | — |
| CHENG GREGORY STEVEN | CO-CEO AND PRESIDENT, CCO | — |
| BECHTEL JEFFREY CHRISTOPHER | PARTNER | — |
| KRAMLICH CHRISTINA NOELLE | PARTNER | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 844-226-8282 |
| — | — | 1 | 844-226-8282 |
| — | — | 1 | 844-226-8282 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332526/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332526/similar
- Related entities: https://search.stillhousedata.com/firm/332526/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332526

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.