Michael Castro has been Managing Partner of Contango Wealth Management since June 2025, is a control person of the firm and directly owns between 50% and 75% of it.
Contango Wealth Management LLC is an Oakland, CA firm with $123M under management, 94 clients and 2 advisers in one office, as of its February 2026 filing.
Michael Castro’s longest registration was 5 years at Charles Schwab & Co., Inc. (2012–2017). Before joining Contango Wealth Management in 2025, Michael Castro was registered through Marin Wealth Advisors LLC and Charles Schwab & Co., Inc.
- – present · under a yearOakland, CA · Adviser representative · Firm CRD 337757
- Marin Wealth Advisors LLC– · 3 yearsNovato, CA · Adviser representative · Firm CRD 123237
- Marin Wealth Advisors LLC– · 3 yearsSan Rafael, CA · Adviser representative · Firm CRD 123237
- Charles Schwab & Co., Inc.– · 5 yearsOakland, CA · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Michael Castro is registered as an investment adviser representative in California, since November 2025.
- CaliforniaSince 20 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 July 2012 |
| Series 4 | Registered Options Principal Examination | 27 January 2010 |
| Series 55 | Limited Representative-Equity Trader Exam | 15 July 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 June 1997 |
| Series 7 | General Securities Representative Examination | 4 April 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Registered Options Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael James Castro
- CRD
- 2844180
- Firm
- Contango Wealth Management · CRD 337757
- Role
- Managing Partner
- Office
- 1901 HARRISON STREET, SUITE 1176, Oakland, CA 94612
- Registration
- Investment adviser registration
- In the industry since
- October 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Castro work?
Michael Castro has been Managing Partner of Contango Wealth Management LLC since June 2025, and is a control person of the firm.
Is Michael Castro a financial advisor?
Yes. Michael Castro has a current investment-adviser registration in California, through Contango Wealth Management since November 2025.
How many years of experience does Michael Castro have?
Michael Castro has 27 years in the financial industry, since October 1999, across 3 adviser firms.
What exams has Michael Castro passed?
Michael Castro has passed 5 licensing exams: the Series 7, Series 63, Series 55, Series 4 and Series 66. The earliest, the Series 7, was passed in April 1997. FINRA credited Michael Castro with the SIE, which began in October 2018.
Where did Michael Castro work before Contango Wealth Management?
Before Contango Wealth Management, Michael Castro was registered through Marin Wealth Advisors LLC, July 2018 to December 2021; Charles Schwab & Co., Inc., July 2012 to September 2017.
Where is Michael Castro based?
Michael Castro’s registered office is in Oakland, CA.
Is Michael Castro registered with FINRA?
No. Michael Castro has no current broker registration.
How can I verify Michael Castro’s record?
Search CRD 2844180 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Castro’s full registration record.