Cardinal Point Wealth Management LLC

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Assets, Funds, Holdings

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Cardinal Point Wealth Management LLC
CRD #151579
SEC #801-110000
CIK #0001869778
AUM
Employees 26 (65% Investors, 0% Brokers)
Phone866-213-2036
Address19200 von Karman Ave
Irvine, CA 92612
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
70056042028014002007201220172023
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 117 42.1
(b) Individuals (high net worth individuals) 169 605.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 774 648.1
By Discretionary
Discretionary 754 636.1
Non-Discretionary 20 12.0
Total 774 648.1
By Non-United States Persons
Non-United States Persons 38.0
United States Persons 610.0
Total 774 648.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001869778]
Related Firms State AUM ($BB)
Cardinal Point Wealth Management LLC
CA 0.0
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