# CN Wealth LLC

> CN Wealth LLC is a state-registered investment advisory firm in Nashville, TN, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 334386
- Filed as: CN WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334386
- AdvisorCensus page: https://advisorcensus.com/firm/cn-wealth-llc-nashville-tn-334386

## Quick answers

**How is CN Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CN Wealth LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CN Wealth LLC located?**
CN Wealth LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is CN Wealth LLC registered with the SEC or a state?**
CN Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334386.

**How much does CN Wealth LLC manage?**
CN Wealth LLC reports $3,147,782 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**Does CN Wealth 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/334386

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,147,782
- Discretionary: $3,147,782
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3,147,782 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- 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. CN Wealth LLC (CRD 334386): Form ADV filing data as of October 2026.