# CARDINAL POINT WEALTH MANAGEMENT, LLC

CARDINAL POINT WEALTH MANAGEMENT, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 151579
- Type: SEC-registered investment adviser
- SEC file number: 801-110000
- Location: 19200 VON KARMAN AVE, SUITE 600, IRVINE, CA, 92612
- Phone: 866-213-2036
- Latest filing: 2021-09-10
- Regulatory AUM: $648.1M
- Discretionary AUM: $636.1M
- Non-discretionary AUM: $12.0M
- Clients: 26
- Accounts: 774

## Officers, owners & control persons (9)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151579/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151579/similar
- Related entities: https://search.stillhousedata.com/firm/151579/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151579

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.