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Cannon Wealth Management Services, LLC

● SEC registered since 2022CRD 323302SEC# 801-126703Winston Salem, NC
Export (members)
Reg. AUM
$213.1M
Employees
11
Accounts
967
Location
Winston Salem, NC

Cannon Wealth Management Services, LLC assets under management

Cannon Wealth Management Services, LLC operates as an SEC-registered investment adviser based in Winston Salem, NC. The firm has been registered since 2022. It reports $213.1 million in regulatory assets under management and employs 11 people.
www.facebook.com/cannonwealthmanagementView on SEC.gov ↗

Cannon Wealth Management Services, LLC owners & executives

5 reported
NameTitleOwnershipSince
Joseph Charles Perkins ControlChief Financial Officer25-50%2022
Matthew David Hearn ControlChief Operating Officer25-50%2022
Michelle Anne McCarthyChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Cannon Wealth Management Services, LLC manage?

Cannon Wealth Management Services, LLC reports $213.1 million in regulatory assets under management on its Form ADV.

How many employees does Cannon Wealth Management Services, LLC have?

Cannon Wealth Management Services, LLC reports 11 employees.

Where is Cannon Wealth Management Services, LLC located?

Cannon Wealth Management Services, LLC is based in Winston Salem, NC and has been SEC-registered since 2022.

Does Cannon Wealth Management Services, LLC disclose fund performance?

Cannon Wealth Management Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2160 Country Club Road, Winston Salem, NC 27104
Phone336-231-6844
Fax336-723-0094
Office hours9-5 Mtwth And 9-4 Friday
SEC regionAtlanta Regional Office (ARO)
CIK2043725
Discloses disciplinary historyNo

Assets under management

Discretionary$208.4M
Non-discretionary$4.7M
Total (RAUM)$213.1M