Overview
Assets Under Management: $305 million
Headquarters: WESTBOROUGH, MA
High-Net-Worth Clients: 91
Average Client Assets: $2 million
Frequently Asked Questions
CADENCE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155080), CADENCE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CADENCE WEALTH MANAGEMENT LLC is headquartered in WESTBOROUGH, MA.
CADENCE WEALTH MANAGEMENT LLC serves 91 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, CADENCE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CADENCE WEALTH MANAGEMENT LLC manages $305 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, CADENCE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,021
Discretionary Accounts: 2,643
Non-Discretionary Accounts: 378
Regulatory Filings
CRD Number: 155080
Last Filing Date: 2025-02-03 00:00:00
Website: https://cadencewm.com