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

Clients

Accounts

774

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 3, 2021
Branch Offices: 5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
ADEMA, JEFFREY, ALAN	I	MEMBER	NA
CARVALHO, MATTHEW, J	I	MEMBER	NA
CARVALHO, MATTHEW, J	I	MEMBER	NA
CARVALHO, MATTHEW, J	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
Daley, Mary, Grace	I	MEMBER	NA
TAYLOR, SALLY, ANN	I	MEMBER	NA
TAYLOR, SALLY, ANN	I	MEMBER	NA
TAYLOR, SALLY, ANN	I	MEMBER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
ZIENTY, DONALD, MATTHEW	I	CHIEF COMPLIANCE OFFICER	NA
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	D	Control
SHELDON, JEFFREY, SCOTT	I	MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JAMES, ARTHUR	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
SHELDON, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	B
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
CARVALHO, MATTHEW, J	I	MEMBER	A
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	A
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	A
MCCORD, JOHN, CRAGIN	I	MANAGING MEMBER	A
RITCHIE, TERRY, FRANK	I	MANAGING MEMBER	A
RITCHIE, TERRY, FRANK	I	MANAGING MEMBER	A
RITCHIE, TERRY, FRANK	I	MANAGING MEMBER	A
RITCHIE, TERRY, FRANK	I	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A
SHELRITCH INC.	DE	MANAGING MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control
RITCHIE, TERRY, FRANK	I	SHELRITCH INC.	E	Control

Registrations

Federal

Sep 3, 2021 REGISTERED

Notice Filings (7)

AR AZ CA FL NC TX WA

Address

19200 VON KARMAN AVE
SUITE 600
IRVINE, CA 92612
United States

Phone: 866-213-2036