Cantata Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Cantata Wealth Management reports 30 clients. They include 21 high-net-worth individuals and 9 individual clients. Of its assets, 100.0% ($101M across 115 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 3% |
| High-net-worth individuals | 70% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 9 | $2.54M | 2.5% | $282K |
| High-net-worth individuals | 21 | $98.6M | 97.5% | $4.69M |
| Total | 30 | $101M | 100% | $3.37M |
- Clients
- 9
- Regulatory AUM
- $2.54M
- AUM share
- 2.5%
- Avg. per client
- $282K
- Clients
- 21
- Regulatory AUM
- $98.6M
- AUM share
- 97.5%
- Avg. per client
- $4.69M
Total
- Clients
- 30
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- $3.37M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Cantata Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Estate planning assistance
- Estate planning assistance is charged $2,500 to $5,000, depending on the complexity of the plan and custom documents prepared.
Gregory Cheng owns 25% to 50% of Cantata Wealth Management. The leadership team of Cantata Wealth Management includes President Gregory Cheng and Chief Investment Officer Kevin Barry. It has 4 employees, 3 of them in advisory roles.
Leadership
Gregory ChengCo-CEO and President, CCO
Kevin BarryCo-CEO and Chief Investment Officer
Jeffrey BechtelPartner
Roger HartleyPartner
Christina KramlichPartner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 25% to 50% of Cantata Wealth Management, LLC
Gregory Cheng
Control person · since May 2024
- Owns 25% to 50% of Cantata Wealth Management, LLC
Kevin Barry
Control person · since May 2024
- Owns 10% to 25% of Cantata Wealth Management, LLC
Roger Hartley
since May 2024
- Owns 10% to 25% of Cantata Wealth Management, LLC
Christina Kramlich
since May 2024
- Owns 5% to 10% of Cantata Wealth Management, LLC
Jeffrey Bechtel
since May 2024
Cantata Wealth Management’s regulatory assets grew 1.5× from $65.7M (July 2025) to $101M (August 2026); clients rose from 22 to 30 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $101M | 30 | 4 | 5 |
| July 2025 | $65.7M | 22 | 4 | 4 |
Besides its headquarters, Cantata Wealth Management has 4 offices (4 private residences, listed without an address), with 1 listed address in Florida.
Florida · 1 listed address
- 2525 Ponce De Leon BLVD., Suite 300, Coral GablesHQ
Other business names
Cantata Wealth Management has reported 1 other business name to the SEC.
- Cantata Wealth
Contact and registration details
- Legal name
- Cantata Wealth Management, LLC
- Headquarters
- 2525 Ponce De Leon BLVD., Suite 300, Coral Gables, FL 33134
- Website
- cantatawealth.com
- Phone
- 844-226-8282
- @cantata-wealth
- SEC file
- 801-137021
- Structure
- Delaware LLC
- Fiscal year end
- December
Cantata Wealth Management uses Fidelity ($98.3M) as custodian for its separately managed accounts. Cantata Wealth Management has custody of $30M in client assets for 12 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $98.3M100%
At year end, Cantata Wealth Management’s separately managed accounts were largely in funds (47%) and stocks (41%).
What the accounts hold
- Stocks41%
- Funds47%
- Bonds1%
- Cash9%
- Other2%
- Pooled investment other than investment company or bdc.2%
How many clients does Cantata Wealth Management have?
Cantata Wealth Management has 30 clients and manages $101 million for them, as of August 2026. They include 21 high-net-worth individuals and 9 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Cantata Wealth Management offer?
Cantata Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cantata Wealth Management use?
Cantata Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $98.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Cantata Wealth Management have?
Cantata Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cantata Wealth Management invest in?
At the end of its last fiscal year, Cantata Wealth Management’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 9% cash and equivalents, 2% other and 1% state and local bonds. The 2% other category is described as: Pooled Investment Other Than Investment Company Or BDC.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cantata Wealth Management?
Cantata Wealth Management’s direct owners are Gregory Cheng, Kevin Barry, Roger Hartley, Jeffrey Bechtel and Christina Kramlich, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Cantata Wealth Management get paid?
Cantata Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cantata Wealth Management?
Cantata Wealth Management’s main office is at 2525 Ponce De Leon BLVD., Suite 300, Coral Gables, FL 33134. Its phone number is 844-226-8282. Its website is cantatawealth.com.