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CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC
CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC
CARDINAL POINT WEALTH MANAGEMENT
IRVINE, California
·
6 registered advisors
·
CRD# 316266
SEC# 801-122341
5
866-213-2036
01
Firm Overview
AUM
$642M
Regulatory assets under management
Employees
27
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC
6 registered advisors
James Arthur Sheldon
IRVINE, California
CRD# 5712774
Jeffrey Alan Adema
IRVINE, California
CFP
CRD# 5730730
Jeffrey Scott Sheldon
IRVINE, California
CRD# 5494190
John Cragin Mccord
IRVINE, California
CFP
CRD# 3134630
Matthew J Carvalho
IRVINE, California
CFP
CFA
CRD# 4669730
Sally Ann Taylor
IRVINE, California
CRD# 4935024
05
Office Locations
IRVINE, California
6 advisors
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Data sourced from SEC Form ADV filings. CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC (CRD# 316266) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.