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CANNON WEALTH MANAGEMENT SERVICES, LLC

Doing business as CANNON WEALTH MANAGEMENT SERVICES. SEC Form ADV profile.

Total regulatory AUM
$245,163,421
Discretionary
$240,593,311
Non-discretionary
$4,570,110

Firm details

CRD number
323302
SEC file number
801-126703
Main office
WINSTON SALEM, NC, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.