CARDINAL WEALTH PARTNERS, LLC

CARDINAL WEALTH PARTNERS, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 326142). Regulatory assets under management: $33.1M.

Registration

• CRD: 326142
• Type: Registered investment adviser
• Location: 1340 ENVIRON WAY, CHAPEL HILL, NC, 27517
• Phone: 919-961-1746
• Latest filing: 2026-03-31
• Regulatory AUM: $33.1M
• Discretionary AUM: $33.1M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM.

Clients served: Individuals, 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 326142 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search