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CARDINAL WEALTH ADVISORS, L.L.C.
CARDINAL WEALTH ADVISORS, LLC
CRD 134758
7201 OHMS LANE, SUITE 215, EDINA, MN, 55439-2154, United States
Phone
952-746-4700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$82.2M
Discretionary AUM
$82.2M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $34.0M |
| High net worth individuals | 26 | $48.2M |
All web addresses on file
Official SEC filing: View on IAPD