Overview
Assets Under Management: $123 million
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 38
Average Client Assets: $2.6 million
Frequently Asked Questions
CONTANGO WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337757), CONTANGO WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CONTANGO WEALTH MANAGEMENT LLC is headquartered in OAKLAND, CA.
CONTANGO WEALTH MANAGEMENT LLC serves 38 high-net-worth clients according to their SEC filing dated December 26, 2025. View client details ↓
According to their SEC Form ADV, CONTANGO WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
CONTANGO WEALTH MANAGEMENT LLC manages $123 million in client assets according to their SEC filing dated December 26, 2025.
According to their SEC Form ADV, CONTANGO WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.99%
Average Client Assets: $2.6 million
Total Client Accounts: 257
Discretionary Accounts: 257
Regulatory Filings
CRD Number: 337757
Filing ID: 2035919
Last Filing Date: 2025-12-26 09:21:38