Cardinal Wealth Advisory, LLC
Cardinal Wealth Advisory, LLC is an SEC-registered ria in Memphis, TN with $273.2M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Cardinal Wealth Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136659, SEC 801-124698, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $273.2M (2026-03-26)
- Firm type
- Ria
- Location
- Memphis, TN
- Employees
- 3
- Clients
- 102
- CRD
- 136659
- Ownership
- WELLFORD, SARA, D.; KEEL, DANIEL, TALMADGE; KEEL, III, DANIEL, TALMADGE; Barton, Wilson, Perry
How much AUM does Cardinal Wealth Advisory, LLC have?
Cardinal Wealth Advisory, LLC reported $273.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Cardinal Wealth Advisory, LLC?
Disclosed owners and executives of Cardinal Wealth Advisory, LLC include WELLFORD, SARA, D., KEEL, DANIEL, TALMADGE, KEEL, III, DANIEL, TALMADGE, Barton, Wilson, Perry. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.