CANNON WEALTH MANAGEMENT SERVICES, LLC
Legal name: CANNON WEALTH MANAGEMENT SERVICES
CRD #323302 SEC #801-126703 WINSTON SALEM, NC 336-231-6844
SEC Registered
Total AUM
$213.1M
Discretionary
$208.4M
Employees
11
Clients
10
Accounts
967
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $213.1M | $208.4M | $4.7M | 11 | 3 |
| Feb 2025 | $213.1M | $208.4M | $4.7M | 11 | 3 |
| Mar 2024 | $176.5M | $172M | $4.4M | 11 | 4 |
| Mar 2024 | $176.5M | $172M | $4.4M | 11 | 4 |
| Aug 2023 | $146.6M | $146.6M | $0 | 10 | 4 |
| Aug 2023 | $146.6M | $146.6M | $0 | 10 | 4 |
| May 2023 | $146.6M | $146.6M | $0 | 10 | 4 |
| Mar 2023 | $146.6M | $146.6M | $0 | 10 | 4 |
| Mar 2023 | $146.6M | $146.6M | $0 | 10 | 4 |
| Feb 2023 | $127.4M | $127.4M | $0 | 10 | 4 |
| Jan 2023 | $0 | $0 | $0 | 10 | 0 |
| Oct 2022 | $0 | $0 | $0 | 10 | 0 |
| Sep 2022 | $0 | $0 | $0 | 10 | 0 |
DateFeb 2025
Total AUM$213.1M
Discretionary$208.4M
Non-Disc.$4.7M
Employees11
Clients3
DateFeb 2025
Total AUM$213.1M
Discretionary$208.4M
Non-Disc.$4.7M
Employees11
Clients3
DateMar 2024
Total AUM$176.5M
Discretionary$172M
Non-Disc.$4.4M
Employees11
Clients4
DateMar 2024
Total AUM$176.5M
Discretionary$172M
Non-Disc.$4.4M
Employees11
Clients4
DateAug 2023
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees10
Clients4
DateAug 2023
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees10
Clients4
DateMay 2023
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees10
Clients4
DateMar 2023
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees10
Clients4
DateMar 2023
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees10
Clients4
DateFeb 2023
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees10
Clients4
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0