C
CRD: 150469
CN Wealth Management, LLC
Alpharetta, GA, 30022
6782425253
$52.0M Total AUM
$52.0M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-24-2009
- Office Locations
- 1
Office Locations
11175 Cicero Drive Suite 100 Alpharetta GA
About CN Wealth Management, LLC
CN Wealth Management, LLC is a Alpharetta-based RIA. The firm has been operating for 16 years. Managing $52.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$52.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Atlas Wave Beacon momentum Signal insight
Client Personas
Horizon summit
Investment Themes
Ember glacier Pathway timber Bridge
Investment Vehicles
Crest
Services
Unison prime
Owner & Executives
C
C N VENKATESH
Chief Compliance Officer, President
- CRD
- #4385674
- Ownership
- 75% or more
(800) 698-8832
summit.foundation@meridiancapital.com
in linkedin.com/in/element-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,965,209 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,965,209 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,965,209
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,494,591,750 | 100.0% |
| Total | $4,494,591,750 | 100.0% |