# Cardinal Wealth Management LLC

> Cardinal Wealth Management LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 339938
- Filed as: CARDINAL WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339938
- AdvisorCensus page: https://advisorcensus.com/firm/cardinal-wealth-management-llc-339938

## Quick answers

**How is Cardinal Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cardinal Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cardinal Wealth Management LLC registered with the SEC or a state?**
Cardinal Wealth Management LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339938.

**How much does Cardinal Wealth Management LLC manage?**
Cardinal Wealth Management LLC reports $5,000 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**Does Cardinal Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339938

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,000
- Discretionary: $5,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $5,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cardinalwealthmanagement.org
- cardinalwealthmanagement.substack.com
- Facebook facebook.com
- LinkedIn @cardinalwealthmanagementllc
- TikTok @cardinalwmllc
- X @cardinalwmllc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cardinal Wealth Management LLC (CRD 339938): Form ADV filing data as of October 2026.