# Cardinal Wealth Management

Cardinal Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://cardinalwealth.org
- **LinkedIn:** https://www.linkedin.com/company/cardinal-wealth-management

## Regulatory record

- **CRD number:** 324753
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324753

## About

Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner. This unique DC-centric planning and investment boutique offers the powerful resources of the large wirehouse firms, open architecture with few limits to our investment options, and the most customized planning process for our clients.

## Questions

### Who runs investment decisions at Cardinal Wealth Management?

No named investment professionals or leadership team members appear in public records. Without named principals, the decision-making structure is unknown.

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Last updated: 2026-06-03T20:00:00.000Z

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