C
CRD: 334386
CN Wealth LLC
Nashville, TN, 37215
2567627998
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-24-2025
- Office Locations
- 1
Office Locations
711 Lynnbrook Road Nashville TN
About CN Wealth LLC
CN Wealth LLC is a Nashville-based RIA. The firm has been operating for 1 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Harbor
Investment Themes
Atlas legacy
Investment Vehicles
Meridian
Services
Delta Peak eagle Signal Meridian
Owner & Executives
C
Carter Clarke Norvell Jr.
Chief Compliance Officer, PRINCIPAL
- CRD
- #8034960
- Ownership
- 75% or more
(292) 589-6084
frontier.meridian@glaciercapital.com
in linkedin.com/in/peak-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,147,782 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,147,782 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,147,782
Equity - Exchange:
36.0% Cash:
25.9% U.S. Government/Agency:
38.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $751,052,740 | 36.0% |
| Cash | $540,340,721 | 25.9% |
| U.S. Government/Agency | $794,864,150 | 38.1% |
| Total | $2,086,257,611 | 100.0% |