CANTATA WEALTH MANAGEMENT, LLC

Tel: 844-226-8282 2525 Ponce De Leon Blvd. Suite 300 Coral Gables, Florida 33134

About CANTATA WEALTH MANAGEMENT, LLC

CANTATA WEALTH MANAGEMENT, LLC is a Coral Gables, Florida based financial advisory firm with nearly $43,388,317 in assets under management and provides investment advisory services for 65 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

332526

Firm SEC#:

801-130950

Assets Under Management:

$43,388,317

No. of Clients:

65

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors

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