This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$101MItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$101M

Private client RAUM

$101MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$33.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

4Schedule D 1.F, beyond the principal office

Accounts

115

Individual clients

9

High net worth clients

21

Custody, client assets

$30.0M

SEC number

801-137021

CRD

332526

Filings on the tape

13

First filed

Jul 19, 2024

Latest filed

Aug 11, 2026

Organised

Limited Liability Company, DE

Website

cantatawealth.com

• Occurred

  Jul 19, 2024
  First Form ADV filing

  Welltruist Capital Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b0bfb6bd-7239-531a-9dbe-4dc0c45ef474

First observed

Jul 19, 2024

Last observed

Aug 11, 2026 40 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.