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CARDONE WEALTH ADVISORS

Legal name: CARDONE WEALTH ADVISORS, LLC

CRD 337559File 801-134631
APPROVED
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
6
Bottom 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Nov 18, 2025
Principal office
18909 NE 29TH AVENUE, AVENTURA, FL, 33180
Phone
310-777-0255

Assets & accounts

ADV Item 5F
Total regulatory AUM
$0
Discretionary AUM
$0
Non-discretionary AUM
$0
Discretionary accounts
0
Non-discretionary accounts
0
Total accounts
0
AUM per client

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges

Advisory activities

  • Financial planning services
  • Selection of other advisers

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11H2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.