AdvizorPro

Cantata Wealth Management, LLC

Cantata Wealth Management, LLC. CRD 332526

Cantata Wealth Management, LLC logo

CRD: 332526

Cantata Wealth Management, LLC

Coral Gables, FL, 33134
8442268282
www.cantatawealth.com
$85.1M Total AUM
$85.1M Disc. AUM
-- 3Y CAGR
4 Employees
27 ADV. Clients
2 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Eagle vector
Established Date
05-01-2024
Office Locations
4

Office Locations

2525 Ponce DE Leon Blvd. Suite 300 Coral Gables FL
-- Houston TX
-- Petaluma CA

About Cantata Wealth Management, LLC

Cantata Wealth is a process-driven wealth management firm providing financial planning and discretionary portfolio management. The team builds dynamic, “waze-like” plans aligned to client values and goals, and implements institutional-quality strategies using a risk-first framework with explicit sell/exit discipline. Serves individuals and families navigating complex finances and major life transitions; custody includes Fidelity/NFS.

Team overview

48 AVG AGE
$28.4M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
1.9 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age

Insights

Open the full profile to inspect shifts in focus momentum.
Open the full profile to inspect shifts in fusion harbor.
Full visibility includes strategy notes for glacier prime catalyst.
Open the full profile to inspect shifts in bridge ember.
Request access to benchmark trends tied to element.
Request access to benchmark trends tied to ember pathway.
Request access to benchmark trends tied to vertex harbor.
Upgrade to reveal position-level detail across momentum momentum.

Asset Classes

Delta ember Quantum insight Foundation Quantum Zenith Summit Meridian pioneer Beacon Prime alpha Momentum value

Client Personas

Bridge focus Value peak

CRM

Glacier ember

Custodian

Delta optima Optima summit Crest timber Quantum quantum Summit Fusion ember

Investment Themes

Foundation value Matrix Wave Unison vector Unison peak

Investment Vehicles

Horizon Oak catalyst

Platform

Element fusion

Services

Foundation legacy Vital Ridge radial Matrix Crest Signal Beacon

Technology

Fusion

Owner & Executives

K

KEVIN DANIEL BARRY

Chief Investment Officer, CO-CEO

CRD
#1522905
Ownership
25% but less than 50%
(948) 962-8203
pioneer.catalyst@horizoncapital.com
in linkedin.com/in/wave-element
G

GREGORY STEVEN CHENG

Chief Compliance Officer, CO-CEO, President

CRD
--
Ownership
25% but less than 50%
(922) 908-3753
beacon.momentum@pioneercapital.com
in linkedin.com/in/oak-vector
U

Unison vital

Vital foundation focus

CRD
#20335
Ownership
49.6%
(665) 914-1196
foundation.vital@matrixcapital.com
in linkedin.com/in/pioneer-eagle

Showing 2 of 5 owners & executives

Unlock all

Contacts

ALFREDO E MIRANDA

ALFREDO E MIRANDA

Financial Advisor, General Partner

CRD
#6439462
(720) 309-2786
quantum.wave@pioneercapital.com
in linkedin.com/in/matrix-insight

Showing 1 of 6 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-23-2024
07-28-2025
Category Assets AVG. Account size
Discretionary $85,101,163 $820,678
Non-Discretionary $0 --
Total $85,101,163 $820,678

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $85,101,163

$85.1M Total SMA
Public Funds:
31.5%
Equity - Exchange:
29.7%
Cash:
16.5%
Municipal Bonds:
22.3%
Asset class Assets Assets %
Public Funds $603,842,964 31.5%
Equity - Exchange $569,337,652 29.7%
Cash $316,298,696 16.5%
Municipal Bonds $427,482,479 22.3%
Total $1,916,961,791 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform