# Cardinal Wealth Partners, LLC

> Cardinal Wealth Partners, LLC is a state-registered investment advisory firm in Chapel Hill, NC, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 326142
- Filed as: CARDINAL WEALTH PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chapel Hill, NC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326142
- AdvisorCensus page: https://advisorcensus.com/firm/cardinal-wealth-partners-llc-chapel-hill-nc-326142

## Quick answers

**How is Cardinal Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cardinal Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Cardinal Wealth Partners, LLC located?**
Cardinal Wealth Partners, LLC's principal office is in Chapel Hill, NC, according to its Form ADV.

**Is Cardinal Wealth Partners, LLC registered with the SEC or a state?**
Cardinal Wealth Partners, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326142.

**How much does Cardinal Wealth Partners, LLC manage?**
Cardinal Wealth Partners, LLC reports $33,100,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Cardinal Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (19).

**Does Cardinal Wealth Partners, 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/326142

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $33,100,000
- Discretionary: $33,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $10,100,000 |
| High net worth individuals | 40 | $23,000,000 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cardinal Wealth Partners, LLC (CRD 326142): Form ADV filing data as of October 2026.