CANDOR WEALTH MANAGEMENT, LLC

CANDOR WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 329951). Regulatory assets under management: $87.3M.

Registration

• CRD: 329951
• Type: Registered investment adviser
• Location: 5220 SPRING VALLEY ROAD, DALLAS, TX, 75254
• Phone: 214-420-4233
• Latest filing: 2026-06-02
• Regulatory AUM: $87.3M
• Discretionary AUM: $86.8M
• Non-discretionary AUM: $478K
• Clients: 1
• Accounts: 158

Business model

Compensation: % of AUM, Fixed.

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 329951 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search