CRD: 152210
Cantu Tactical Wealth Management, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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