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CANNON WEALTH MANAGEMENT SERVICES

CANNON WEALTH MANAGEMENT SERVICES, LLC

CRD 323302 · SEC 801-126703

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2160 COUNTRY CLUB ROAD, WINSTON SALEM, NC, 27104, United States

Phone

336-231-6844

Fax

336-723-0094

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$245.2M

Discretionary AUM

$240.6M

Team

8 total employees; 5 advisory reps; 7 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals321$105.6M
High net worth individuals53$94.0M
Pension/profit sharing plans1$993K
Charitable organizations6$2.1M

States served

GA, NC, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD