RIA Intel›Advisers›California›CARDINAL POINT WEALTH MANAGEMENT, LLC

CARDINAL POINT WEALTH MANAGEMENT, LLC

Advisory

N·IRVINE, CA

Data as of Sep 10, 2021 · Source: SEC Form ADV

Total AUM

$648M

1-Year AUM Growth

+36.7%

3-Year CAGR

+57.7%

Employees

17

Assets Under Management

Total AUM$648M

Discretionary AUM$636M

Non-Discretionary AUM$12M

Discretionary %98.1%

Total Clients—

Team

Total Employees17

Investment Advisers26

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingSep 11, 2009

Latest FilingSep 10, 2021

🔒 Full AUM trend chart and 30 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CARDINAL POINT WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.