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CANNON WEALTH MANAGEMENT SERVICES

2160 Country Club Road
Winston Salem, North Carolina 27104
Tel: 336-231-6844

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About CANNON WEALTH MANAGEMENT SERVICES

CANNON WEALTH MANAGEMENT SERVICES, formally registered with the SEC as CANNON WEALTH MANAGEMENT SERVICES. The firm was established in 10/07/2022. They have over 2 offices throughout the country.

CANNON WEALTH MANAGEMENT SERVICES is a Winston Salem, North Carolina based Financial Planning firm with nearly $213,118,947 assets under management, offering retirement planning & investment advisory services to 967 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#323302
SEC#801-126703
Assets Managed by Firm$213,118,947
No. of Clients967
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total967$213,118,947
Individuals (other than high net worth individuals)337$99,125,532
High net worth individuals60$110,781,822
Pension and profit sharing plans1$934,002
Charitable organizations4$1,248,233
Corporations or other businesses1$1,029,358

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ALLSPRING FUNDS MANAGEMENT, LLC
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BRIGHTHOUSE INVESTMENT ADVISERS, LLC
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