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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| STARK, BRADLEY, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| STARK, BRADLEY, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| AMBURN, WILLIAM, BARRON | I | CHAIRMAN | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| HEARN, MATTHEW, DAVID | I | CHIEF OPERATING OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| PERKINS, JOSEPH, Charles | I | CHIEF FINANCIAL OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
| WILCOX, RAYMOND, HUGH | I | CHIEF EXECUTIVE OFFICER | C | Control |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (6)
FL GA NC SC TX VA
Address
2160 COUNTRY CLUB ROADWINSTON SALEM, NC 27104
United States
Phone: 336-231-6844