CRD: 134758
Cardinal Wealth Advisors, L.l.c.
$82.2M Total AUM
$82.2M Disc. AUM
-- 3Y CAGR
2 Employees
119 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Meridian bridge
- Established Date
- 06-01-2005
- Office Locations
- 1
Office Locations
7201 Ohms Lane Suite 215 Edina MN
About Cardinal Wealth Advisors, L.l.c.
Cardinal Wealth Advisors, LLC is a boutique RIA serving individuals and families since 2005, providing collaborative financial planning and ongoing portfolio monitoring for goals like retirement, education, and legacy planning. The team builds portfolios with an emphasis on aligned expectations and offers ESG-screened options for clients who want values-based investing. Custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$41.1M AVG AUM / ADVISOR
$690.9K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
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Asset Classes
Foundation vector Foundation
Client Personas
Radial
Custodian
Quantum Pathway Wave
Fund Managers
Value momentum
Investment Themes
Beacon foundation Wave glacier Prime summit Harbor
Investment Vehicles
North
Services
Foundation matrix Ridge Pioneer Legacy Quantum Capital Fusion Beacon
Technology
Legacy capital
Owner & Executives
J
JOHN ROBERT BERGSTROM
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #1957994
- Ownership
- 75% or more
(965) 210-7215
matrix.meridian@bridgecapital.com
in linkedin.com/in/peak-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
P
PHILIP ANDREW SCHIMKE
Wealth Advisor
- CRD
- #2126040
(275) 381-6469
pioneer.vector@atlascapital.com
in linkedin.com/in/meridian-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,218,153 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,218,153 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,218,153
Public Funds:
32.1% Equity - Exchange:
11.9% Cash:
7.5% Equity - OTC:
34.5% Private Funds:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $471,425,774 | 32.1% |
| Equity - Exchange | $174,765,318 | 11.9% |
| Cash | $110,146,209 | 7.5% |
| Equity - OTC | $506,672,561 | 34.5% |
| Private Funds | $205,606,256 | 14.0% |
| Total | $1,468,616,118 | 100.0% |