CANTATA WEALTH MANAGEMENT, LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 332526). Regulatory assets under management: $101.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 844-226-8282 |
| — | — | 1 | 844-226-8282 |
| — | — | 1 | 844-226-8282 |