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Building 2CARDINAL POINT WEALTH MANAGEMENT

Map pinIRVINE, CA
Phone866-213-2036
NotebookSEC #801-122341
Total AUM
$642M
Employees
27
Clients
292

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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