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CANTATA WEALTH MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name: CANTATA WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 30 Oct 2024 (8 months ago)
Document Number: M24000013860
FEI/EIN Number 993156746

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2525 PONCE DE LEON BLVD., STE. 300, CORAL GABLES, FL, 33134, US
Mail Address: 2525 PONCE DE LEON BLVD., STE. 300, CORAL GABLES, FL, 33134, US
ZIP code: 33134
City: Miami
County: Miami-Dade
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
BARRY KEVIN Manager 2525 PONCE DE LEON BLVD., STE. 300, CORAL GABLES, FL, 33134
- Agent -
CHENG GREGORY S Manager 2525 PONCE DE LEON BLVD., STE. 300, CORAL GABLES, FL, 33134

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G25000047385 CANTATA WEALTH ACTIVE 2025-04-07 2030-12-31 - 2525 PONCE DE LEON BLVD., SUITE 300, CORAL GABLES, FL, 33158

Documents

Name Date
Foreign Limited 2024-10-30

Trademarks

Serial Number:
98871206
Mark:
PROCEED GENEROUSLY.
Status:
APPROVED FOR PUBLICATION
Mark Type:
SERVICE MARK
Application Filing Date:
2024-11-25
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
PROCEED GENEROUSLY.

Goods And Services

For:
financial services, namely, wealth management, financial planning, and investment management services for individuals, families, foundations, and endowments
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98871191
Mark:
RISK SENSIBLY.
Status:
APPROVED FOR PUBLICATION
Mark Type:
SERVICE MARK
Application Filing Date:
2024-11-25
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
RISK SENSIBLY.

Goods And Services

For:
financial services, namely, wealth management, financial planning, and investment management services for individuals, families, foundations, and endowments
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98871165
Mark:
LISTEN ACUTELY.
Status:
APPROVED FOR PUBLICATION
Mark Type:
SERVICE MARK
Application Filing Date:
2024-11-25
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
LISTEN ACUTELY.

Goods And Services

For:
financial services, namely, wealth management, financial planning, and investment management services for individuals, families, foundations, and endowments
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98632294
Mark:
CANTATA WEALTH
Status:
NOTICE OF ALLOWANCE - ISSUED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-07-03
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CANTATA WEALTH

Goods And Services

For:
financial services, namely, wealth management, financial planning, and investment management services for foundations and endowments
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98975408
Mark:
CANTATA
Status:
REQUEST FOR EXTENSION OF TIME TO FILE OPPOSITION
Mark Type:
SERVICE MARK
Application Filing Date:
2024-07-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CANTATA

Goods And Services

For:
financial services, namely, wealth management, financial planning, and investment management services for individuals and families
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 01 Jul 2025

Sources: Florida Department of State