CN WEALTH MANAGEMENT, LLC

Overview

CN Wealth Management, LLC is a small, privately owned advisory firm that runs a discretionary, equity-first model for individual and family clients. The firm charges clients a percentage-of-AUM fee and focuses on portfolio management for individuals and small businesses. Its public filing shows a clear preference for exchange-traded equities as the primary building blocks of client portfolios, supplemented where appropriate by mutual funds and corporate debt. CN Wealth Management is not an active ESG investor and is structured as an individual-owned limited liability company. The firm uses a centralized, custodian-driven operating model, placing assets at Charles Schwab & Co., Inc., and appears to run separately managed account-style implementations for clients rather than relying on omnibus retail brokerage solutions. Given the client base and account profiles, the investment approach emphasizes tax-aware structuring, tradable liquid equities and ETFs for core exposure, and selective use of external managers or private offerings for diversification.

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Public Holdings

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Location & Offices