Michael James Castro
Investment adviser representative at Contango Wealth Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Contango Wealth Management LLCJun 2025 to now
- Marin Wealth Advisors LLCAug 2018 to now
- UnemployedOct 2017 to Jul 2018
- Charles Schwab & Co.,incJul 2012 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Contango Wealth Management LLC
$122.8MAssets managed
94Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2844180
- Firm CRD
- 337757