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CARDINAL WEALTH ADVISORY, LLC

MEMPHIS, TN · CRD 136659 · IAPD ↗ · 901-767-4401

$273.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — CARDINAL WEALTH ADVISORY, LLC reported RAUM up 31% ($208.2M -> $273.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — CARDINAL WEALTH ADVISORY, LLC reported RAUM up 43% ($145.4M -> $208.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.