RIA Intel›Advisers›Florida›CARDINAL WEALTH MANAGEMENT, L.L.C.

CARDINAL WEALTH MANAGEMENT, L.L.C.

Advisory

NAPLES, FL

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in FL

#1,818

of 2,610 advisers by AUM

Average account

$217K

across 145 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

See plansIncluded with the Intelligence plan

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

80 clients

19 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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