CN Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$0+: 0.50% annually +: 1.00% annually
Main office
711 Lynnbrook Road
Nashville TN 37215
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Cn Wealth LLC · Norvell Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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.
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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.
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