CANNON WEALTH MANAGEMENT SERVICES

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

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 Status	Approved
Firm CRD#	323302
SEC#	801-126703
Assets Managed by Firm	$213,118,947
No. of Clients	967
No. of Advisors	11

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 Clients	AUM
Firm Total	967	$213,118,947
Individuals (other than high net worth individuals)	337	$99,125,532
High net worth individuals	60	$110,781,822
Pension and profit sharing plans	1	$934,002
Charitable organizations	4	$1,248,233
Corporations or other businesses	1	$1,029,358

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