C
CRD: 337757
Contango Wealth Management LLC
Oakland, CA, 94612
4157941622
$122.8M Total AUM
$122.8M Disc. AUM
-- 3Y CAGR
2 Employees
94 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-26-2025
- Office Locations
- 1
Office Locations
1901 Harrison Street Suite 1176 Oakland CA
About Contango Wealth Management LLC
Contango Wealth Management LLC is a Oakland-based RIA. The firm has been operating for 0 years. Managing $122.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
52 AVG AGE
$61.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
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Owner & Executives
Michael JAMES CASTRO
Managing Partner
- CRD
- #2844180
- Ownership
- 50% but less than 75%
(840) 349-6593
oak.fusion@crestcapital.com
in linkedin.com/in/vector-quantum
GERALD ALEXANDER FEGLER
Chief Compliance Officer, Managing Partner
- CRD
- #2230020
- Ownership
- 50% but less than 75%
(490) 598-4692
momentum.ridge@momentumcapital.com
in linkedin.com/in/focus-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,757,483 | $472,144 |
| Non-Discretionary | $0 | -- |
| Total | $122,757,483 | $472,144 |
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Separately Managed Accounts
Total SMA Asset: $122,757,483
Equity - Exchange:
40.9% Public Funds:
9.8% Cash:
9.6% Private Funds:
39.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,090,994,865 | 40.9% |
| Public Funds | $501,020,775 | 9.8% |
| Cash | $490,795,861 | 9.6% |
| Private Funds | $2,029,645,382 | 39.7% |
| Total | $5,112,456,883 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX MERIDIAN | INSIGHT VALUE | 13I39H4WK | OMNA | 1.40% | $116,721,423 |
| PRIME FOUNDATION | VALUE VITAL | KU39EJPWI | HEAMJ | 3.69% | $5,597,903 |
| RIDGE ZENITH | BEACON BRIDGE | 9IDJQLD5F | BDJM | 10.13% | $79,424,156 |
| MATRIX ZENITH DELTA | PIONEER VERTEX | TYX24X2VN | SVB | 1.66% | $21,384,189 |
| PATHWAY UNISON | WAVE FUSION | K0ADQZKSL | PFTZK | 8.25% | $75,001,001 |
| HORIZON CREST | PATHWAY SUMMIT | VYK5P2H97 | PMIIX | 4.60% | $49,233,563 |
| NORTH EAGLE PATHWAY | CAPITAL FOCUS | 8OT74GG95 | AWUXH | 5.73% | $4,297,576 |
| TIMBER BRIDGE INSIGHT | FOUNDATION RIDGE | FSRPJ0VSX | BYZ | 4.35% | $105,358,242 |