Cantata Wealth Management, LLC

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Client assets under management

$85,101,163

Clients

70% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$3,151,895

About

Cantata Wealth Management serves a small, predominantly individual client base, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning across client accounts. The firm manages roughly $85 million in client assets for fewer than 30 clients, which supports a relatively concentrated, relationship-driven client load.

The firm’s investment process emphasizes periodic portfolio reviews and documented suitability assessments, operating within internal investment restrictions and under centralized supervision by a dedicated chief investment officer. The investment team’s background includes senior institutional and alternative-asset experience, which the firm says informs its asset allocation and fixed-income capabilities.

Compared with peers of similar size, Cantata is notable for maintaining multiple offices despite a very small client roster and for having specialists on the team with philanthropy certification and professional financial planning credentials. The team also includes advisors with recent fintech and product roles and at least one advisor who provides services at an unaffiliated registered adviser (with no client overlap), reflecting a mix of institutional, boutique wealth, and technology-facing experience.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy

Main office location

Cantata Wealth Management, LLC

2525 Ponce De Leon Blvd., Suite 300

Coral Gables FL 33134, United States

Number of offices

Most active in

California · Florida · Louisiana · North Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 844-226-8282

Advisors at this firm

Christina K

CFP®, Series 63, Series 66

Petaluma, CA

Cantata Wealth Management, LLC

Christina Kramlich is a CFP® with 13 years of experience in financial advising. She is currently with Cantata Wealth Management, LLC and has previously worked at Chicory Wealth, Parkside Advisors LLC, and Social Finance Inc (SoFi). Cantata Wealth Management is a small, advisor-supported RIA serving individuals, charitable organizations, and small businesses with personalized financial planning and discretionary portfolio management. The firm employs a tailored approach using internally designed model portfolios and third-party money managers, offering a broad range of investment options and administrative support through a third-party platform.

Charitable giving & philanthropy

Kevin B

CFP®, CFA®, Series 63, Series 65

Raleigh, NC

Cantata Wealth Management, LLC

Kevin Barry is a CFP® and CFA® with six years of industry experience. He is currently with Cantata Wealth Management, LLC, having previously worked at Summit Financial, LLC, Captrust Financial Advisors, and Third Law Capital Management. Barry is based in Raleigh, NC. Cantata Wealth Management is a small, advisor-supported registered investment adviser that offers personalized financial planning and discretionary portfolio management to individuals, charitable organizations, and small businesses. The firm uses internally designed model portfolios and may allocate assets to third-party managers, providing a tailored investment approach supported by a third-party platform.

Charitable giving & philanthropy

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