# Cardinal Wealth Management LLC

Cardinal Wealth Management LLC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 339938
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339938

## About

CARDINAL WEALTH MANAGEMENT LLC is a state-registered investment adviser. The firm manages approximately $5,000 in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Advisory
- Private Wealth

## Questions

### How does Cardinal Wealth Management justify its fees?

As a fee-only RIA, Cardinal Wealth Management charges a percentage of assets under management, which aligns its incentives with client returns. This fiduciary structure avoids commission-based conflicts found in broker-dealers, though exact fee schedules are not publicly stated. Transparency in pricing is a regulatory requirement for RIAs.

## Related profiles

- [Omnes Wealth Management](https://altss.com/profile/omnes-wealth-management-llc)
- [Foxholm Financial](https://altss.com/profile/foxholm-financial)

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Last updated: 2026-07-06T01:24:13.527Z

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