# Cone Wealth Management

Cone Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** conewealthmanagement.com

## Regulatory record

- **CRD number:** 333870
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333870

## About

Cone Wealth provides comprehensive financial services including wealth planning, investment management, charitable planning, and consulting. It serves clients of nearly any asset level, especially change makers working to make a positive difference in their community, as well as community advocates and nonprofit organizations. Investment advice is offered through Belpointe Asset Management, LLC; Belpointe Asset Management, LLC and Cone Wealth LLC are separate entities.

## People

- J. Sam Cone — founder
- J. Sam Cone — financial consultant, lawyer
- Sam Cone — Financial Manager, Licensed Attorney, Community Advocate

## Questions

### Does Cone Wealth Management disclose its assets under management?

No. Cone Wealth Management has not publicly disclosed an AUM figure, and no external publication has independently reported one. The firm's AUM band is classified as undisclosed for any public-facing record.

### Where is Cone Wealth Management based?

The firm is located in the United States. A precise city or street address has not been surfaced through available primary research or public filings.

## Related profiles

- [Balance Cash Management](https://altss.com/profile/balance-cash-management-inc)
- [Brass Capital](https://altss.com/profile/brass-capital)

---

Last updated: 2026-08-11T15:06:27.647Z

Canonical page: https://altss.com/profile/cone-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology