C
CRD: 339938
Cardinal Wealth Management LLC
$5.0K Total AUM
$5.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-20-2026
- Office Locations
- 1
Office Locations
-- Mckinney TX
About Cardinal Wealth Management LLC
Cardinal Wealth Management LLC is a Mckinney-based RIA. The firm has been operating for 0 years. Managing $5.0K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$5.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Asset Classes
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Investment Themes
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Technology
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Owner & Executives
No owner records available.
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C
Christopher Ryan Cardinal
Founder & Investment Adviser
- CRD
- #8200055
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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