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Cantata Wealth Management, LLC CRD 332526
$101M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-13 |
| LA | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED | 2025-11-14 |
| FL | RA | APPROVED | 2025-03-24 |
| CA | RA | APPROVED | 2025-01-29 |
| NC | RA | APPROVED | 2024-08-30 |
Branch Locations
2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Third Law Capital Management | Avalon | NJ | 04/2015 | 03/2017 |
| Captrust Financial Advisors | Raleigh | NC | 04/2017 | 06/2021 |
| Unemployed | Raleigh | NC | 06/2021 | 07/2022 |
| Summit Financial, Llc | Parsippany | NJ | 08/2022 | 03/2023 |
| Cantata Wealth Management, Llc | Coral Gables | FL | 07/2024 | Present |
| Unemployed | Raleigh | NC | 03/2023 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-28 |
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