Cantata Wealth Management, LLC
Filings
2
Total offered
$4M
Total sold
$1.8M
Activity
2025-02-19
through 2025-10-10
through 2025-10-10
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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WEALTH MANAGEMENT GROUP, LLC
medium CRD 801-80749
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WEALTH MANAGEMENT GROUP, LLC
medium CRD 801-64413
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WEALTH MANAGEMENT GROUP, LLC
medium CRD 801-78334
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WEALTH MANAGEMENT GROUP, LLP
medium CRD 801-64475
Form D filings (2)
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0002051140-25-000006D · 2025-10-10 · InvestingOffering: $2,000,000Sold: $1,784,000
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0002051140-25-000004D · 2025-02-19 · InvestingOffering: $2,000,000Sold: $8,300