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CARDINAL WEALTH MANAGEMENT
CARDINAL WEALTH MANAGEMENT, L.L.C.
CRD 324753
9045 STRADA STELL CT, SUITE 305, NAPLES, FL, 34110, United States
Phone
239-215-1114
Fax
239-944-5382
Registration
— (—)
Source
State registered
Total AUM
$31.4M
Discretionary AUM
$31.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $12.0M |
| High net worth individuals | 19 | $19.4M |
| Insurance companies | 4 | $0 |
| Corporations/business entities | 3 | $0 |
All web addresses on file
Official SEC filing: View on IAPD