C
CN Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,147,782
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
CN Wealth is a small, state-registered investment adviser that provides discretionary wealth management and financial planning to individual clients. The firm manages roughly $3.15 million on a discretionary basis and constructs portfolios using mutual funds, ETFs, individual stocks and bonds while also advising on retirement accounts and related distribution or rollover decisions.
The advisor emphasizes a primarily long-term investment approach informed by both fundamental and technical analysis, and implements customized asset allocations, periodic rebalancing and occasional shorter-term trades to meet client needs. Investment selection follows an internal due diligence process, and the firm typically handles portfolio implementation and ongoing supervision under discretionary authority agreed with each client.
Distinctive features include the principal’s professional accounting background and CPA credential, and prior roles as a controller and CFO, which the firm cites in its compliance and planning practices. The firm is newly formed and small (one principal), does not impose a stated minimum relationship size, and maintains an institutional relationship with its custodian platform that provides software and support to the adviser.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Cash flow / budgeting
Fee options
$0+: 0.50% annually +: 1.00% annually
Main office location
CN Wealth LLC
711 Lynnbrook Road
Nashville TN 37215, United States
Number of offices
1
Most active in
CN Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
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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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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