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

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

Advisory

N·IRVINE, CA

Data as of Jun 3, 2022 · Source: SEC Form ADV

Total AUM

$642M

1-Year AUM Growth

-2.6%

3-Year CAGR

0.0%

Employees

16

Assets Under Management

Total AUM$642M

Discretionary AUM$634M

Non-Discretionary AUM$8M

Discretionary %98.8%

Total Clients—

Team

Total Employees16

Investment Advisers27

Employee Growth (1Y)—

Filing History

Total Filings on Record6

First FilingAug 18, 2021

Latest FilingJun 3, 2022

🔒 Full AUM trend chart and 6 historical filings spanning 1+ 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 PARTNERS, LLC

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