# CARDONE WEALTH ADVISORS, LLC

CARDONE WEALTH ADVISORS, LLC of AVENTURA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 337559
- Type: SEC-registered investment adviser
- SEC file number: 801-134631
- Location: 18909 NE 29TH AVENUE, AVENTURA, FL, 33180
- Phone: 310-777-0255
- Latest filing: 2026-03-19
- Clients: 6

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [Grant Timothy Cardone](https://search.stillhousedata.com/person/408455) | CHIEF EXECUTIVE OFFICER & FOUNDER; SHAREHOLDER, CHIEF EXECUTIVE OFFICER, & FOUNDER | Miami, FL |
| [Cynthia-Elaine Leal Schlanger](https://search.stillhousedata.com/person/671359) | CHIEF COMPLIANCE OFFICER | — |
| [Sheri Lee Hamilton](https://search.stillhousedata.com/person/671460) | CHIEF OPERATING OFFICER & CORPORATE SECRETARY | — |
| [Jarrod Charles Glandt](https://search.stillhousedata.com/person/671461) | PRESIDENT | — |
| [Todd Jones Smallwood](https://search.stillhousedata.com/person/671462) | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-06-26 | civil | PLAINTIFF ALLEGES THAT DEFENDANTS LACKED BASIS FOR PROJECTIONS OF FUND RETURNS - CARDONE EQUITY FUND V AND CARDONE EQUITY FUND VI. THIS CASE HAS BEEN DISMISSED TWICE AND APPEALED TWICE. IT WILL NOW GO BACK TO THE SAME JUDGE THAT DISMISSED IT PREVIOUSLY AS THE APPELLATE COURT GAVE PERMISSION FOR THE… | On Appeal | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (760) 581-9887 |
| — | — | 1 | (760) 581-9887 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337559/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337559/similar
- Related entities: https://search.stillhousedata.com/firm/337559/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337559

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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.