C
CN Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,965,209
Total clients
35
83% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$1,484,720
About
CN Wealth Management provides discretionary investment management and portfolio construction primarily for individual and high‑net‑worth clients, offering personalized asset allocation, monitoring, and active trading using equities, mutual funds, and exchange‑traded funds. The firm manages roughly $52 million for about 35 clients and operates as a single‑advisor practice with a stated account minimum that can be waived in some cases.
The firm’s investment approach emphasizes fundamental analysis and may incorporate technical analysis, with recommendations that range from long‑term growth to moderate‑to‑aggressive trading strategies. Notably, the brochure discloses the firm’s ability to use margin (borrowing) and derivative instruments — including options and derivative exposures via certain ETFs — in client accounts, and it requires clients to complete custodial margin agreements when margin is used.
Compared with many independent peers, CN Wealth Management combines a small client base and single‑advisor structure with relatively large assets under management per client, suggesting a focus on individualized portfolio implementation. The explicit potential use of leverage and derivatives in separately managed accounts, along with active trading and exposure to nontraditional ETFs, is an uncommon feature among firms in this category and is highlighted in the firm’s disclosures.
Client services
Portfolio management
Expertise
Active portfolio management
General retirement planning
Fee options
$1 - $1,000,000: 2.0% $1,000,001 - $1,500,000: 1.5% $1,500,001 - $2,000,000: 1.2% $2,000,001 - $2,500,000: 1.0% Greater than $2,500,000 - Negotiable: Negotiable
Account minimum: $10,000 Fee-only: Advisory fees are asset-based and negotiable.
Main office location
CN Wealth Management, LLC
11175 Cicero Drive, Suite 100
Alpharetta GA 30022, United States
Number of offices
1
Most active in
CN Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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