CARDINAL WEALTH PARTNERS, LLC

Overview

Cardinal Wealth Partners, LLC operates as an independent registered investment adviser focused on individual and family clients, delivering financial planning and portfolio management for individuals and small businesses. The firm combines advisory services with broker-dealer registered representative and insurance broker capabilities, which permits it to offer fee-based investment management alongside product solutions such as annuities and insurance placement. Its fee model is a percentage of assets under management, aligning revenue with account size. Investment activity shows a clear tilt toward equities. Exchange-traded equities make up the largest share of client assets, signaling a preference for liquid, listed instruments that can serve both core long-term holdings and tactical exposures. Cardinal Wealth Partners does not present itself as an active ESG investor and is structured as a single-owner LLC operating under an independent RIA classification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices