Michael James Castro
CFP®Professional Summary
Michael James Castro, CFP®, who also goes by Michael James Castro, Micheal James Castro, is a registered financial advisor currently at CONTANGO WEALTH MANAGEMENT LLC located in Oakland, California. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael James Castro, Micheal James Castro
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
CONTANGO WEALTH MANAGEMENT LLC
Contact Information
Main Address
1901 Harrison Street Suite 1176, Oakland, CA 94612Phone Number
(415) 794-1622# of Employees
2SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
260AUM (Assets Under Management)
$122,757,483Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CONTANGO WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(11/20/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jul 2008Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael James Castro's CRS (Customer Relationship Summary).
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