RIA Intel›Advisers›Minnesota›CARDINAL WEALTH ADVISORS, LLC

CARDINAL WEALTH ADVISORS, LLC

Advisory

EDINA, MN

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in MN

#428

of 511 advisers by AUM

Average account

$301K

across 273 accounts

AUM per adviser

$41M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$82M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$82M

Discretionary AUM$82M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients117

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

117 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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