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CN WEALTH MANAGEMENT, LLC
CRD 150469
11175 CICERO DRIVE, SUITE 100, ALPHARETTA, GA, 30022, United States
Phone
678-242-5253
Fax
678-802-2129
Registration
— (—)
Source
State registered
Total AUM
$52.0M
Discretionary AUM
$52.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $6.3M |
| High net worth individuals | 29 | $45.7M |
Official SEC filing: View on IAPD