0002051140-25-000006.txt : 20251010 0002051140-25-000006.hdr.sgml : 20251010 20251010155101 ACCESSION NUMBER: 0002051140-25-000006 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20251010 DATE AS OF CHANGE: 20251010 EFFECTIVENESS DATE: 20251010 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cantata Wealth Management, LLC CENTRAL INDEX KEY: 0002051140 ORGANIZATION NAME: EIN: 993156746 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-538659 FILM NUMBER: 251387959 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/A 1 primary_doc.xml X0708 D/A 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 true 0002051140-25-000004 2024-05-16 true true true false 0 2000000 1784000 216000 false 7 0 0 0 false Cantata Wealth Management, LLC /s/ Gregory Cheng Gregory Cheng Co-CEO/President and Manager of Issuer 2025-10-10