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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 Oct 1, 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
Website
https://cardonewealthadvisors.com/

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

DateFieldFromToChange
Apr 1, 2026RegistrationAPPROVED-120APPROVED
Apr 1, 2026Employees56increased by1
Dec 1, 2025Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CARDONE WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CARDONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.

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.