CN WEALTH MANAGEMENT, LLC

CN WEALTH MANAGEMENT, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 150469). Regulatory assets under management: $52.0M.

Registration

• CRD: 150469
• Type: Registered investment adviser
• Location: 11175 CICERO DRIVE, ALPHARETTA, GA, 30022
• Phone: 678-242-5253
• Latest filing: 2026-03-26
• Regulatory AUM: $52.0M
• Discretionary AUM: $52.0M
• Clients: 1
• Accounts: 91

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150469 on SEC IAPD (source of record)
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