Overview
Assets Under Management: $213 million
Headquarters: WINSTON SALEM, NC
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
CANNON WEALTH MANAGEMENT SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323302), CANNON WEALTH MANAGEMENT SERVICES, LLC is subject to fiduciary duty under federal law.
CANNON WEALTH MANAGEMENT SERVICES, LLC is headquartered in WINSTON SALEM, NC.
CANNON WEALTH MANAGEMENT SERVICES, LLC serves 60 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, CANNON WEALTH MANAGEMENT SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CANNON WEALTH MANAGEMENT SERVICES, LLC manages $213 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, CANNON WEALTH MANAGEMENT SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 967
Discretionary Accounts: 925
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 323302
Last Filing Date: 2025-02-14 00:00:00
Website: https://dinsmorecomplianceservices.com