SEC Form ADV

CARDINAL WEALTH ADVISORY, LLC

Registered Investment AdviserTN
$273.2M
Assets Under Management
225
Total Clients
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Registration Details

Accession
CRD-136659
Location
MEMPHIS, TN
Filing Date
March 26, 2026
AUM
$273.2M
Total Clients
225
Amendment
No

About this Adviser

CARDINAL WEALTH ADVISORY, LLC is a registered investment adviser headquartered in MEMPHIS, TN, managing approximately $273.2M in assets across 225 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.