Contango Wealth Management LLC

Contango Wealth Management provides investment advisory services to individual and high‑net‑worth clients, offering ongoing, discretionary portfolio management alongside one‑time financial planning and tailored Investment Policy Statements. The firm reports roughly $123 million in discretionary assets under management and generally charges asset‑based fees for ongoing portfolio management.

The firm combines fundamental analysis, modern portfolio theory and quantitative methods with a long‑term trading orientation, constructing model allocations and individualized plans that document time horizon and risk tolerance. Contango’s investment lineup includes mutual funds, ETFs (including precious metals ETFs), equities, fixed income (including TIPS), REITs, private placements and venture capital funds, and financial planning engagements typically conclude upon delivery of the plan unless further services are agreed.

Contango operates as a small, two‑advisor firm and requires clients to custody assets with Schwab Institutional or Fidelity and to use a designated broker‑dealer for trade execution, a practice that provides access to institutional trading, research and other third‑party services but may influence broker selection. The firm’s principals also maintain advisory roles outside Contango and may offer commissionable products in those capacities, a relationship disclosed in the brochure and described as a potential conflict of interest.