CONTANGO WEALTH MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $122.8M |
| Discretionary | $122.8M100% of AUM |
| Client Accounts | 260 |
| Avg Account Size | $472K |
| Employees | 2 |
| Peak AUM | $123.3MDec 2025 |
AUM by Client Type
Total AUM
$123M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $123M | — | — | — | — |
| Discretionary AUM | $123M | — | — | ||
Key Metrics
| Total AUM | $122.8M |
| Discretionary | $122.8M |
| Employees | 2 |
| Client Accounts | 260 |
| Client Range | 1-10 |
Contact & Location
Address
1901 HARRISON STREET
OAKLAND CA 94612
Phone
415.794.1622
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$123M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported