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CARDINAL WEALTH PARTNERS, LLC
CRD 326142
1340 ENVIRON WAY, CHAPEL HILL, NC, 27517, United States
Phone
919-961-1746
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.1M
Discretionary AUM
$33.1M
Team
1 total employees; 1 advisory reps; 59 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $10.1M |
| High net worth individuals | 40 | $23.0M |
Official SEC filing: View on IAPD