Cannon Wealth Management Services, LLC
● SEC registered since 2022CRD 323302SEC# 801-126703Winston Salem, NC
Reg. AUM
$245.2M
Employees
8
Accounts
1,001
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 $245.2 million in regulatory assets under management and employs 8 people.
Cannon Wealth Management Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Charles Perkins Control | Chief Financial Officer | 25-50% | 2022 |
| Matthew David Hearn Control | Chief Operating Officer | 25-50% | 2022 |
| Michelle Anne McCarthy | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Cannon Wealth Management Services, LLC manage?
Cannon Wealth Management Services, LLC reports $245.2 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 8 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
| Address | 2160 Country Club Road, Winston Salem, NC 27104 |
| Phone | 336-231-6844 |
| Fax | 336-723-0094 |
| Office hours | 9-5 Mtwth And 9-4 Friday |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2043725 |
| Discloses disciplinary history | No |
Regulatory AUM
$245.2M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$245.2Mregulatory AUM
Discretionary $240.6MNon-discretionary $4.6M