CARDINAL WEALTH MANAGEMENT

CARDINAL WEALTH MANAGEMENT of NAPLES, FL is an SEC-registered investment adviser (CRD 324753). Regulatory assets under management: $31.4M.

Registration

• CRD: 324753
• Type: Registered investment adviser
• Location: 9045 STRADA STELL CT, NAPLES, FL, 34110
• Phone: 239-215-1114
• Latest filing: 2026-01-15
• Regulatory AUM: $31.4M
• Discretionary AUM: $31.4M
• Clients: 1
• Accounts: 145

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324753 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search