CARDINAL WEALTH MANAGEMENT LLC

CARDINAL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 339938). Regulatory assets under management: $5K.

Registration

• CRD: 339938
• Type: Registered investment adviser
• Phone: 503-864-7505
• Latest filing: 2026-07-01
• Regulatory AUM: $5K
• Discretionary AUM: $5K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339938 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search