CONTANGO WEALTH MANAGEMENT LLC

CONTANGO WEALTH MANAGEMENT LLC of OAKLAND, CA is an SEC-registered investment adviser (CRD 337757). Regulatory assets under management: $122.8M.

Registration

• CRD: 337757
• SEC file number: 801-134226
• Type: Registered investment adviser
• Location: 1901 HARRISON STREET, SUITE 1176, OAKLAND, CA, 94612
• Phone: 415.794.1622
• Latest filing: 2026-02-18
• Regulatory AUM: $122.8M
• Discretionary AUM: $122.8M
• Clients: 2
• Accounts: 260

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337757 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search