Cardone Wealth Advisors

Overview

Cardone Wealth Advisors is organized as a limited liability company and is recorded as a domestic entity with individual ownership. FINTRX shows the firm registered with the SEC in 2025 and operating as a multi-state adviser. The firm describes itself as a capital allocator and offers advisory services that emphasize financial planning and the selection of other advisers on behalf of clients. The firm’s fee model relies on hourly charges and fixed fees rather than an asset-based fee schedule. FINTRX flags the adviser as not actively pursuing ESG investing and indicates it is not a pension consultant or a related adviser to another registered manager. The firm’s classification in the FINTRX data is listed as unclassified.

Assets & Accounts

Investments & Alternatives