Michael James Castro

Employer firm

Contango Wealth Management LLC CRD 337757

$123M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 10/2017
  Charles Schwab & Co.,Inc
  Oakland, CA
• 08/2018 → Present
  Marin Wealth Advisors Llc
  San Rafael, CA
• 10/2017 → 07/2018
  Unemployed
  Alameda, CA
• 06/2025 → Present
  Contango Wealth Management
  Oakland, CA

Previous Registrations

• 2022-02-23 → 2025-12-31
  Marin Wealth Advisors Llc
  San Rafael, CA
• 2018-07-26 → 2021-12-31
  Marin Wealth Advisors Llc
  San Rafael, CA
• 2012-07-27 → 2017-09-29
  Charles Schwab & Co., Inc.
  Oakland, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-07-26
• S63 Uniform Securities Agent State Law Examination
  1997-06-26

Designations

• Certified Financial Planner

Other Names

• Michael James Castro
• Micheal James Castro