C
CRD: 326142
Cardinal Wealth Partners, LLC
Chapel Hill, NC, 27517
9199611746
$33.1M Total AUM
$33.1M Disc. AUM
-- 3Y CAGR
1 Employees
118 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-03-2023
- Office Locations
- 1
Office Locations
1340 Environ WAY Chapel Hill NC
About Cardinal Wealth Partners, LLC
Cardinal Wealth Partners, LLC is a Chapel Hill-based RIA. The firm has been operating for 2 years. Managing $33.1M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$33.1M AVG AUM / ADVISOR
$280.5K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Summit vector
Investment Themes
Legacy Alpha Foundation
Investment Vehicles
Insight Wave timber
Services
Oak optima Bridge Capital frontier Harbor vertex Beacon atlas
Owner & Executives
John Weaver Young
Chief Compliance Officer, Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #3014423
- Ownership
- 75% or more
(458) 937-2734
vertex.atlas@beaconcapital.com
in linkedin.com/in/momentum-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,100,000
Equity - Exchange:
49.6% Corporate - Investment Grade:
37.0% Cash:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,108,653,128 | 49.6% |
| Corporate - Investment Grade | $2,318,954,955 | 37.0% |
| Cash | $839,837,740 | 13.4% |
| Total | $6,267,445,823 | 100.0% |