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CANNON WEALTH MANAGEMENT SERVICES

WINSTON SALEM, NC · CRD 323302 · IAPD ↗ · 336-231-6844

$245.2MRegulatory AUM
5Advisory reps
8Employees
7Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — CANNON WEALTH MANAGEMENT SERVICES shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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