Cardone Wealth Advisors

• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: None

Flat fee: $4,800 (Year 1 financial planning fee)

Flat fee: $4,800 a year (Financial Planning Agreement)

As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$0 as of October 2026, filing dated March 19, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Selection of other advisers (including private fund managers)

Legal name

Cardone Wealth Advisors, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2025 (0 years)

Employees

Total: 6. Performing investment advisory functions: 2.

Wrap fee program participation

No.

States registered or notice-filed

15 states or jurisdictions

AKAZCAFLGAILLAMDMIMONENJNVTXUT

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Civil court matters Item 11.H

• 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

1. April 2026
   • Employees performing advisory functions went from 1 to 2.
   • Registered or notice-filed in AK, AZ, CA, GA, IL, LA, MD, MI, MO, NE, NJ, NV, TX, UT.
   • Updated its list of owners and control persons (Schedule A).
2. December 2025
   • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.