Cardone Wealth Advisors

Grant Cardone is the founder and principal, setting strategic direction. Jared Yellin serves as CEO. Day-to-day portfolio management is handled by an internal investment committee that includes licensed advisors and analysts (per public record).

The firm focuses on alternative assets — private credit, real estate syndications, and structured notes — and does not emphasize traditional long-only equity or bond portfolios. This is a conscious structural choice to generate yield outside conventional public markets (per public record).

The firm sources deals through its sponsor network and the broader ecosystem of Cardone Capital, its real estate acquisition arm. It also partners with third-party originators for private credit and debt strategies. Digital channels and the annual 10X Growth Conference serve as client acquisition platforms (per public record).

No. It is a registered investment adviser (RIA) serving multiple high-net-worth clients, not a single-family office managing one family's fortune. Grant Cardone's personal wealth is managed separately through his holding structures (per public record).

The firm targets income-oriented, illiquid strategies — primarily private credit and real estate debt. It does not pursue venture capital or early-stage equity. Its focus is on yield generation rather than growth equity (per public record).

Client wealth is sourced externally — the firm does not disclose its own balance sheet or AUM. Grant Cardone's personal wealth originates from real estate operations, his sales-training business Cardone Training Technologies, and direct real estate holdings (per public record).

The firm does not publicly operate a separate charitable foundation. Grant Cardone has personally engaged in charitable giving through the Grant Cardone Foundation, but the RIA itself does not maintain a disclosed philanthropic vehicle (per public record).