Cantu Tactical Wealth Management, Inc.

Cantu Tactical Wealth Management, Inc. (CRD# 152210) is a financial advisory firm headquartered in N. Miami, FL. They manage $32,000,000 in 168 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $190,476
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Cantu Tactical Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Gary W. Klabunde
CRD#: 6355688
Boerne, TX
90
Wealthminder
score

Gary Klabunde (CRD# 6355688) is an Investment Advisor Representative working at Cantu Tactical Wealth Management, Inc. in Boerne, TX and has over 3 years of experience in the finance industry.

2
Ronald W. Liston
CRD#: 6678125
Montgomery, TX
88
Wealthminder
score

Ronald Liston (CRD# 6678125) is an Investment Advisor Representative working at Cantu Tactical Wealth Management, Inc. in Montgomery, TX and has 1 year of experience in the finance industry.

3
Joshua B. Carvalho
CRD#: 6743645
North Miami, FL
87
Wealthminder
score

Joshua Carvalho (CRD# 6743645) is an Investment Advisor Representative working at Cantu Tactical Wealth Management, Inc. in North Miami, FL and has 1 year of experience in the finance industry.

4
Joe M. Cantu
CRD#: 1863419
North Miami, FL
83
Wealthminder
score

Joe Cantu (CRD# 1863419) is an Investment Advisor Representative working at Cantu Tactical Wealth Management, Inc. in North Miami, FL and has over 29 years of experience in the finance industry.

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