# CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

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

## Registration

- CRD: 316266
- Type: SEC-registered investment adviser
- SEC file number: 801-122341
- Location: 19200 VON KARMAN AVENUE,, SUITE 600, IRVINE, CA, 92612
- Phone: 866-213-2036
- Latest filing: 2022-06-03
- Regulatory AUM: $642.0M
- Discretionary AUM: $634.0M
- Non-discretionary AUM: $8.0M
- Clients: 27
- Accounts: 802

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| TAYLOR AUTUMN ANN | CHIEF OPERATING OFFICER | — |
| ZIENTY DONALD MATTHEW | CHIEF COMPLIANCE OFFICER | — |
| SHELDON JEFFREY SCOTT | CEO, CFO | — |
| SHELDON JAMES ARTHUR | CHAIRMAN | — |
| MCCORD JOHN CRAGIN | PRIVATE WEALTH MANAGER | — |
| CARVALHO MATTHEW J | CHIEF INVESTMENT OFFICER | — |
| ADEMA JEFFREY ALAN | PRIVATE WEALTH MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316266/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316266/similar
- Related entities: https://search.stillhousedata.com/firm/316266/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316266

---

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.