Cannon Wealth Management Services
Cannon Wealth Management Services is an SEC-registered mass-market adviser in Winston Salem, NC with $245.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Cannon Wealth Management Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323302, SEC 801-126703, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $245.2M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Winston Salem, NC
- Employees
- 8
- Clients
- 411
- CRD
- 323302
- Ownership
- AMBURN, WILLIAM, BARRON; HEARN, MATTHEW, DAVID; WILCOX, RAYMOND, HUGH; PERKINS, JOSEPH, Charles; MCCARTHY, MICHELLE, ANNE
How much AUM does Cannon Wealth Management Services have?
Cannon Wealth Management Services reported $245.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Cannon Wealth Management Services?
Disclosed owners and executives of Cannon Wealth Management Services include AMBURN, WILLIAM, BARRON, HEARN, MATTHEW, DAVID, WILCOX, RAYMOND, HUGH, PERKINS, JOSEPH, Charles, MCCARTHY, MICHELLE, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.