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SALING WEALTH ADVISORS
CARDINAL STRATEGIC WEALTH GUIDANCE, LLC
CRD 283226 · SEC 801-107417
9750 ORMSBY STATION ROAD, SUITE 102, LOUISVILLE, KY, 40223, United States
Phone
502-805-3000
Fax
502-805-3008
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$617.7M
Discretionary AUM
$580.2M
Team
11 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $48.1M |
| High net worth individuals | 119 | $530.8M |
| Charitable organizations | 1 | $532K |
| Corporations/business entities | 2 | $38.2M |
States served
IN, KY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD