0002051140-25-000004.txt : 20250219 0002051140-25-000004.hdr.sgml : 20250219 20250219151117 ACCESSION NUMBER: 0002051140-25-000004 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20250219 DATE AS OF CHANGE: 20250219 EFFECTIVENESS DATE: 20250219 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cantata Wealth Management, LLC CENTRAL INDEX KEY: 0002051140 ORGANIZATION NAME: IRS NUMBER: 993156746 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-538659 FILM NUMBER: 25639345 BUSINESS ADDRESS: STREET 1: 2525 PONCE DE LEON BLVD. STREET 2: SUITE 300 CITY: CORAL GABLES STATE: FL ZIP: 33158 BUSINESS PHONE: 844.226.8282 MAIL ADDRESS: STREET 1: 2525 PONCE DE LEON BLVD. STREET 2: SUITE 300 CITY: CORAL GABLES STATE: FL ZIP: 33158 D 1 primary_doc.xml X0708 D LIVE 0002051140 Cantata Wealth Management, LLC 2525 PONCE DE LEON BLVD. SUITE 300 CORAL GABLES FL FLORIDA 33158 844.226.8282 DELAWARE Welltruist Capital Management LLC None Limited Liability Company true 2024 Gregory Cheng 2525 Ponce De Leon Blvd. Suite 300 Coral Gables FL FLORIDA 33134 Executive Officer Co-CEO/President and Manager of Issuer Kevin Barry 2525 Ponce De Leon Blvd. Suite 300 Coral Gables FL FLORIDA 33134 Executive Officer Co-CEO and Manager of Issuer Investing Decline to Disclose 06b false 2024-05-16 false true false 0 2000000 8300 1991700 false 5 0 0 0 false Cantata Wealth Management, LLC Gregory Cheng Gregory Cheng Co-CEO/President and Manager of Issuer 2025-02-19