CARDINAL POINT WEALTH MANAGEMENT, LLC
CRD #151579 SEC #801-110000 IRVINE, CA 866-213-2036
SEC Registered
Total AUM
$648.1M
Discretionary
$636.1M
Employees
26
Clients
0
Accounts
774
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $648.1M | $636.1M | $12M | 26 | 0 |
| Sep 2021 | $648.1M | $636.1M | $12M | 26 | 0 |
| Mar 2021 | $566.3M | $554.6M | $11.7M | 26 | 0 |
| Mar 2021 | $566.3M | $554.6M | $11.7M | 26 | 0 |
| Jul 2020 | $474.1M | $469.5M | $4.6M | 26 | 0 |
| Jun 2020 | $474.1M | $469.5M | $4.6M | 26 | 0 |
| Jun 2020 | $474.1M | $469.5M | $4.6M | 26 | 0 |
| Jun 2020 | $474.1M | $469.5M | $4.6M | 26 | 0 |
| Jun 2020 | $474.1M | $469.5M | $4.6M | 26 | 0 |
| May 2020 | $474.1M | $469.5M | $4.6M | 26 | 0 |
| May 2020 | $474.1M | $469.5M | $4.6M | 26 | 0 |
| May 2020 | $474.1M | $469.5M | $4.6M | 26 | 0 |
| May 2020 | $474.1M | $469.5M | $4.6M | 26 | 0 |
| Apr 2020 | $226M | $226M | $96.2K | 27 | 0 |
| Feb 2020 | $226M | $226M | $96.2K | 16 | 0 |
| Apr 2019 | $175.1M | $174.9M | $134.5K | 16 | 0 |
| Mar 2019 | $175.1M | $174.9M | $134.5K | 16 | 0 |
| Nov 2018 | $176.3M | $176.1M | $202.9K | 11 | 0 |
| Mar 2018 | $149.8M | $149.7M | $89.9K | 11 | 0 |
| Feb 2018 | $149.8M | $149.7M | $89.9K | 11 | 0 |
| Dec 2017 | $133.9M | $133.9M | $0 | 10 | 0 |
| Jun 2017 | $133.9M | $133.9M | $0 | 10 | 200 |
| Jun 2017 | $116.3M | $116.3M | $0 | 9 | 200 |
| Feb 2017 | $116.3M | $116.3M | $0 | 9 | 200 |
| Feb 2017 | $116.3M | $116.3M | $0 | 9 | 200 |
| Jan 2010 | $1.8M | $1.8M | $0 | 5 | -- |
DateSep 2021
Total AUM$648.1M
Discretionary$636.1M
Non-Disc.$12M
Employees26
Clients0
DateSep 2021
Total AUM$648.1M
Discretionary$636.1M
Non-Disc.$12M
Employees26
Clients0
DateMar 2021
Total AUM$566.3M
Discretionary$554.6M
Non-Disc.$11.7M
Employees26
Clients0
DateMar 2021
Total AUM$566.3M
Discretionary$554.6M
Non-Disc.$11.7M
Employees26
Clients0
DateJul 2020
Total AUM$474.1M
Discretionary$469.5M
Non-Disc.$4.6M
Employees26
Clients0
DateJun 2020
Total AUM$474.1M
Discretionary$469.5M
Non-Disc.$4.6M
Employees26
Clients0
DateJun 2020
Total AUM$474.1M
Discretionary$469.5M
Non-Disc.$4.6M
Employees26
Clients0
DateJun 2020
Total AUM$474.1M
Discretionary$469.5M
Non-Disc.$4.6M
Employees26
Clients0
DateJun 2020
Total AUM$474.1M
Discretionary$469.5M
Non-Disc.$4.6M
Employees26
Clients0
DateMay 2020
Total AUM$474.1M
Discretionary$469.5M
Non-Disc.$4.6M
Employees26
Clients0
DateMay 2020
Total AUM$474.1M
Discretionary$469.5M
Non-Disc.$4.6M
Employees26
Clients0
DateMay 2020
Total AUM$474.1M
Discretionary$469.5M
Non-Disc.$4.6M
Employees26
Clients0
DateMay 2020
Total AUM$474.1M
Discretionary$469.5M
Non-Disc.$4.6M
Employees26
Clients0
DateApr 2020
Total AUM$226M
Discretionary$226M
Non-Disc.$96.2K
Employees27
Clients0
DateFeb 2020
Total AUM$226M
Discretionary$226M
Non-Disc.$96.2K
Employees16
Clients0
DateApr 2019
Total AUM$175.1M
Discretionary$174.9M
Non-Disc.$134.5K
Employees16
Clients0
DateMar 2019
Total AUM$175.1M
Discretionary$174.9M
Non-Disc.$134.5K
Employees16
Clients0
DateNov 2018
Total AUM$176.3M
Discretionary$176.1M
Non-Disc.$202.9K
Employees11
Clients0
DateMar 2018
Total AUM$149.8M
Discretionary$149.7M
Non-Disc.$89.9K
Employees11
Clients0
DateFeb 2018
Total AUM$149.8M
Discretionary$149.7M
Non-Disc.$89.9K
Employees11
Clients0
DateDec 2017
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2017
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees10
Clients200
DateJun 2017
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees9
Clients200
DateFeb 2017
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees9
Clients200
DateFeb 2017
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees9
Clients200
DateJan 2010
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees5
Clients--