Cantu Tactical Wealth Management, Inc.

Cantu Tactical Wealth Management, Inc. (CRD# 152210) is a financial advisory firm headquartered in , . They manage $48,752,487 in 235 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.tacticalwealthmanager.com;http://www.churchwealthplanning.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $207,457
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, TX

Financial Advisors at Cantu Tactical Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Joshua Carvalho, financial advisor Fort Lauderdale FL
Joshua B. Carvalho
CRD#: 6743645
Fort Lauderdale, FL

Joshua Carvalho (CRD# 6743645) is an Investment Advisor Representative working at Cantu Tactical Wealth Management, Inc. in Fort Lauderdale, FL and has over 6 years of experience in the finance industry.

2
Ronald Liston, financial advisor Montgomery TX
Ronald W. Liston
CRD#: 6678125
Montgomery, TX

Ronald Liston (CRD# 6678125) is an Investment Advisor Representative working at Cantu Tactical Wealth Management, Inc. in Montgomery, TX and has over 7 years of experience in the finance industry.

3
Joe Cantu, financial advisor Fort Lauderdale FL
Joe M. Cantu
CRD#: 1863419
Fort Lauderdale, FL

Joe Cantu (CRD# 1863419) is an Investment Advisor Representative working at Cantu Tactical Wealth Management, Inc. in Fort Lauderdale, FL and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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