CARDONE WEALTH ADVISORS
SEC RegisteredStop Guessing. Start Planning With Strategy.
About the firm
Cardone Wealth Advisors connects clients directly with Grant Cardone's Certified Financial Planners (CFPs®) to build personalized financial plans aligned with their income, goals, timeline, and risk tolerance. The firm offers comprehensive wealth management through four integrated service areas designed to bring clarity, coordination, and long-term stewardship.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Strategy & Planning, Growth & Liquidity, Protection & Administration, and Legacy & Impact. Specific services include personalized financial blueprints, budget and cash flow analysis, investment planning, education planning, retirement roadmaps, housing and major purchase guidance, tax optimization, and three annual strategy calls with a dedicated CFP.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
56 total clients reported on Form ADV.
Office locations
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CARDONE WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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