CRD: 332526
Cantata Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2024
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Between December 23, 2024 and July 28, 2025, reported AUM increased 103.1%, from $32.3M to $65.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 30 clients, or 10 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 4 reported office locations and 2 years in operation. The source data was last updated on August 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
KEVIN DANIEL BARRY
Chief Investment Officer, CO-CEO
- CRD
- #1522905
- Ownership
- 25% but less than 50%
GREGORY STEVEN CHENG
Chief Compliance Officer, CO-CEO, President
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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ALFREDO E MIRANDA
Financial Advisor, General Partner
- CRD
- #6439462
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,092,094 | $820,678 |
| Non-Discretionary | $0 | -- |
| Total | $101,092,094 | $820,678 |
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Separately Managed Accounts
SMA allocation detail is available
Cantata Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.