Cardinal Point Wealth Management LLC
Legal Name: CARDINAL POINT WEALTH MANAGEMENT, LLC
Full Contact Details
Cardinal Point Wealth Management LLC
19200 VON KARMAN AVE, SUITE 618, IRVINE, CA
866-213-2036
949-242-2558
Other Info
Cardinal Point Wealth Management LLC, a California Limited Liability Company with a team of 16 employees, including 11 in advisory roles, remains approved by the U.S. Securities and Exchange Commission since its registration on February 21, 2017. Though the exact number of clients served is unknown, their legal standing and structuring have been validated, ensuring peace of mind for anyone considering entrusting their finances to their care.
Cardinal Point Wealth Management - Your Cross Border Financial Advisor
Cardinal Point is an independent Canada-U.S. wealth management group of companies created to service the sophisticated needs of high net-worth families.
Cardinal Point Wealth Management - Your Cross Border Financial Advisor
Cardinal Point is an independent Canada-U.S. wealth management group of companies created to service the sophisticated needs of high net-worth families.
Wealth Management for U.S. Citizens Living in Canada – U.S. Citizens Living in Canada
Cardinal Point is a Canada-U.S. cross-border financial planning firm that specializes in assisting affluent U.S. citizens living in Canada with their cross-border investment, tax, estate, retirement and financial planning needs
Cross-Border Financial Advisor
Is your wealth management firm closing your investment account because you are a non-resident of the U.S.? Partner with a cross-border financial advisor who specializes in providing investment management services for expats and non-residents.
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Direct Owners
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JAMES ARTHUR SHELDON
MANAGING MEMBER owns more than 25% but less than 50%
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JEFFREY SCOTT SHELDON
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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JOHN CRAGIN MCCORD
MANAGING MEMBER owns more than 10% but less than 25%
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MATTHEW J CARVALHO
MEMBER owns less than 5%
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SHELRITCH INC.
MANAGING MEMBER owns more than 5% but less than 10%
Indirect Owners
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TERRY FRANK RITCHIE
PRESIDENT owns 75% or more