CRD: 152210
Cantu Tactical Wealth Management, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-25-2010
- Office Locations
- 2
Office Locations
About Cantu Tactical Wealth Management, Inc.
Cantu Tactical Wealth Management, Inc. is an RIA focused on retirement income, growth, and wealth preservation. Led by CIO Joe Cantu, the firm uses global tactical asset allocation and sector rotation, making portfolio shifts based on economic and geopolitical conditions and using diversifiers such as gold and silver. Portfolios are implemented primarily with ETFs, and the team publishes ongoing market commentary via its YouTube channel.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 72 clients, or 36 clients per representative. That equates to $712.6K in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on January 29, 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
- Investment Themes
- Investment Vehicles
- Services
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The full Cantu Tactical Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOE MANUEL CANTU
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1863419
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RONALD WAYNE LISTON JR
Investment Advisor
- CRD
- #6678125
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,306,611 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,306,611 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cantu Tactical Wealth Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.