Cardinal Wealth Management

Financial Services • Pelican Marsh, Florida, United States • 1-10 Employees

Company overview

Headquarters	9045 Strada Stell Ct, 305, Naples, Florida 34109, US
Phone number	+12392151114
Website	cardinal-wealth.com
NAICS	52
Keywords	Wealth Management, Advisory Services, Retirement Planning, Business Planning, Financial Planning, Estate Planning, Portfolio Development, Business Benefits, Executive Bonus Planning
Founded	2022
Employees	1-10
Socials

Key Contact at Cardinal Wealth Management

Aleksandra Mihajlovic

Marketing Director

Cardinal Wealth Management Email Formats

Cardinal Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@cardinal-wealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@cardinal-wealth.com	100%

About Cardinal Wealth Management

We are Independent (Fee-Based) Wealth Advisors Our approach is Comprehensive & Collaborative We Utilize Academic Research We are Responsible to ONLY You Your Success is Cardinal’s Success

Cardinal Wealth Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Cardinal Wealth Management has never raised funding before.

Cardinal Wealth Management Tech Stack

Discover the technologies and tools that power Cardinal Wealth Management's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

Hosting

GoDaddy Website Builder

CMS

Open Graph

Miscellaneous

HSTS

Security

Vimeo

Video players

React

JavaScript frameworks

RequireJS

JavaScript frameworks

PWA

Miscellaneous

Re:amaze

Live chat

RSS

Miscellaneous

Microsoft 365

Frequently asked questions

Cardinal Wealth Management is located in Pelican Marsh, Florida, US.

You can reach Cardinal Wealth Management at +12392151114.

Cardinal Wealth Management was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Cardinal Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cardinal Wealth Management

Aleksandra Mihajlovic

Marketing Director

4.8

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