CARDINAL POINT WEALTH MANAGEMENT, LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 151579). Regulatory assets under management: $648.1M.
| Name | Role | Location |
|---|---|---|
| TAYLOR AUTUMN ANN | MEMBER | — |
| ZIENTY DONALD MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| SHELDON JEFFREY SCOTT | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SHELDON JAMES ARTHUR | MANAGING MEMBER | — |
| RITCHIE TERRY FRANK | MANAGING MEMBER; PRESIDENT | — |
| MCCORD JOHN CRAGIN | MANAGING MEMBER | — |
| CARVALHO MATTHEW J | MEMBER | — |
| ADEMA JEFFREY ALAN | MEMBER | — |
| Daley Mary Grace | MEMBER | — |