Cantata Wealth Management, Llc
- Regulatory AUM
- $101M
- Discretionary
- $101M
- Clients
- 30
- Avg AUM / client
- $3.4M
- Accounts
- 115
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $2.5M | 2.51% |
| High net worth individuals | 21 | $98.6M | 97.5% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bechtel, Jeffrey, Christopher | Partner | May 2024 (2y) | 5% – 10% | |
| Cheng, Gregory, Steven | Co Ceo And President, Cco | May 2024 (2y) | 25% – 50% | |
| Christina Noelle Kramlich | Partner | CFP | May 2024 (2y) | 5% – 10% |
| Hartley, Roger, Franklyn | Partner | May 2024 (2y) | 10% – 25% | |
| Kevin Daniel Barry | Co Ceo And Chief Investment Officer | CFP CFA | May 2024 (2y) | 25% – 50% |
| Alfredo E Miranda | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $98.3M (97% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗