Christina Kramlich
Cantata Wealth Management · Petaluma, California
Christina Kramlich is a fee-only financial advisor at Cantata Wealth Management in Petaluma, California, who holds the CFP credential. Cantata Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cantata Wealth Management |
|---|---|
| Based in | Petaluma, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $101.1M across 115 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, NC · CRD 6014754 |
| Exams passed | Series 63 (2012) · Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | cantatawealth.com |
How Christina's firm compares
- Cantata Wealth Management's average account is about $879,000, from its Form ADV (assets managed divided by 115 accounts).
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Questions about Christina
Is Christina Kramlich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christina holds no broker registration, and Cantata Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christina charge for financial advice?
Christina's firm, Cantata Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christina Kramlich based?
Christina Kramlich is based in Petaluma, California.
What credentials does Christina Kramlich hold?
Christina Kramlich holds the CFP credential.
Is Christina Kramlich registered with the SEC?
Yes. Christina Kramlich is registered as an investment adviser representative in CA, LA and NC (CRD 6014754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cantata Wealth Management manage?
Cantata Wealth Management reports $101.1M across 115 accounts in assets under management.
How do I contact Christina Kramlich?
Through Christina's website, cantatawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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