Cardone Wealth Advisors, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 337559
· SEC file 801-134631
· Aventura, FL
· cardonewealthadvisors.com
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ADV data as of Mar 19, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗