CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC
Legal name: CARDINAL POINT WEALTH MANAGEMENT
CRD #316266 SEC #801-122341 IRVINE, CA 866-213-2036
SEC Registered
Total AUM
$642M
Discretionary
$634M
Employees
27
Clients
0
Accounts
802
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 27, 2022
- 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 | PRIVATE WEALTH MANAGER | NA | Control |
| ADEMA, JEFFREY, ALAN | I | PRIVATE WEALTH MANAGER | NA | Control |
| ADEMA, JEFFREY, ALAN | I | PRIVATE WEALTH MANAGER | NA | Control |
| ADEMA, JEFFREY, ALAN | I | PRIVATE WEALTH MANAGER | NA | Control |
| ADEMA, JEFFREY, ALAN | I | PRIVATE WEALTH MANAGER | NA | Control |
| ADEMA, JEFFREY, ALAN | I | PRIVATE WEALTH MANAGER | NA | Control |
| CARVALHO, MATTHEW, J | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CARVALHO, MATTHEW, J | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CARVALHO, MATTHEW, J | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CARVALHO, MATTHEW, J | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CARVALHO, MATTHEW, J | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CARVALHO, MATTHEW, J | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MCCORD, JOHN, CRAGIN | I | PRIVATE WEALTH MANAGER | NA | Control |
| MCCORD, JOHN, CRAGIN | I | PRIVATE WEALTH MANAGER | NA | Control |
| MCCORD, JOHN, CRAGIN | I | PRIVATE WEALTH MANAGER | NA | Control |
| MCCORD, JOHN, CRAGIN | I | PRIVATE WEALTH MANAGER | NA | Control |
| MCCORD, JOHN, CRAGIN | I | PRIVATE WEALTH MANAGER | NA | Control |
| MCCORD, JOHN, CRAGIN | I | PRIVATE WEALTH MANAGER | NA | Control |
| SHELDON, JAMES, ARTHUR | I | CHAIRMAN | NA | Control |
| SHELDON, JAMES, ARTHUR | I | CHAIRMAN | NA | Control |
| SHELDON, JAMES, ARTHUR | I | CHAIRMAN | NA | Control |
| SHELDON, JAMES, ARTHUR | I | CHAIRMAN | NA | Control |
| SHELDON, JAMES, ARTHUR | I | CHAIRMAN | NA | Control |
| SHELDON, JAMES, ARTHUR | I | CHAIRMAN | NA | Control |
| SHELDON, JEFFREY, SCOTT | I | CEO, CFO | NA | Control |
| SHELDON, JEFFREY, SCOTT | I | CEO, CFO | NA | Control |
| SHELDON, JEFFREY, SCOTT | I | CEO, CFO | NA | Control |
| SHELDON, JEFFREY, SCOTT | I | CEO, CFO | NA | Control |
| SHELDON, JEFFREY, SCOTT | I | CEO, CFO | NA | Control |
| SHELDON, JEFFREY, SCOTT | I | CEO, CFO | NA | Control |
| TAYLOR, SALLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| TAYLOR, SALLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| TAYLOR, SALLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| TAYLOR, SALLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| TAYLOR, SALLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| TAYLOR, SALLY, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| ZIENTY, DONALD, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZIENTY, DONALD, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZIENTY, DONALD, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZIENTY, DONALD, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZIENTY, DONALD, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZIENTY, DONALD, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
Registrations
Federal
IA
Apr 27, 2022 REGISTERED
Notice Filings (12)
AZ CA CO FL IL MA NC NY PA SC TX WA
Address
19200 VON KARMAN AVENUE,SUITE 600
IRVINE, CA 92612
United States
Phone: 866-213-2036