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CA

Christina J. Artem

CARDINAL POINT WEALTH MANAGEMENT
Scottsdale, AZ 85260
Some features on this profile are disabled
CRD#: 8085124
CA

Professional summary


Christina Joy Emilia Artem, who also goes by Christina Artem, is a registered financial advisor currently at CARDINAL POINT WEALTH MANAGEMENT located in Scottsdale, Arizona.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Christina has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christina Artem

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christina Joy Emilia Artem's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 14, 2025 - Present

CARDINAL POINT WEALTH MANAGEMENT

Office #1: 14000 N Pima Rd, Suite 215, Scottsdale, AZ 85260
RIA
CRD#: 140619
Scottsdale, AZ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CARDINAL POINT WEALTH MANAGEMENT
CARDINAL POINT CAPITAL MANAGEMENT INC. | SEABANK CAPITAL MANAGEMENT, INC. | CARDINAL POINT WEALTH MANAGEMENT | CARDINAL POINT SPORTS MANAGEMENT | CARDINAL POINT FOCUS PARTNERS CANADA | CARDINAL POINT CAPITAL MANAGEMENT, ULC

CRD#: 140619 / SEC#: 801-66719

RIA
Registered Investment Advisory firm - (5/23/2006 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(7/14/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/23/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/20/2024
Securities Industry Essentials Examination

Current Firm


CP
CARDINAL POINT WEALTH MANAGEMENT
CARDINAL POINT CAPITAL MANAGEMENT INC. | SEABANK CAPITAL MANAGEMENT, INC. | CARDINAL POINT WEALTH MANAGEMENT | CARDINAL POINT SPORTS MANAGEMENT | CARDINAL POINT FOCUS PARTNERS CANADA | CARDINAL POINT CAPITAL MANAGEMENT, ULC

CRD#: 140619 / SEC#: 801-66719

RIA
Registered Investment Advisory firm - (5/23/2006 Approved)
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Contact information


Main Address
3280 Bloor Street West, Centre Tower Suite 500, Toronto, On, M8X 2X3
Mailing Address
Phone number
(866) 213-2036
Established
Firm type
Fiscal year end
# of Employees
56

SEC notice filing (25 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts6,951
AUM (Assets Under Management)$ 3,982,682,392

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/01/2025
Cover Page
09/19/2025
11/07/2024
01/30/2024
03/07/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CARDINAL POINT WEALTH MANAGEMENT

CRD#: 140619Scottsdale, AZ 85260

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