Cn Wealth Management, LLC

Cn Wealth Management, LLC (CRD# 150469) is a financial advisory firm headquartered in Alpharetta, GA. They manage $39,029,713 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11175 Cicero Drive, Suite 100, Alpharetta, GA 30022
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $907,668
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Cn Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
C Venkatesh, financial advisor Alpharetta GA
C N. Venkatesh
CRD#: 4385674
11175 Cicero Drive, Suite 100, Alpharetta, GA 30022

C Venkatesh (CRD# 4385674) is an Investment Advisor Representative working at Cn Wealth Management, LLC in Alpharetta, GA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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