Overview
Assets Under Management: $193 million
Headquarters: PARSIPPANY, NJ
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Frequently Asked Questions
CADIA PRIVATE CLIENT 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 #337400), CADIA PRIVATE CLIENT LLC is subject to fiduciary duty under federal law.
CADIA PRIVATE CLIENT LLC is headquartered in PARSIPPANY, NJ.
CADIA PRIVATE CLIENT LLC serves 46 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, CADIA PRIVATE CLIENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CADIA PRIVATE CLIENT LLC manages $193 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, CADIA PRIVATE CLIENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.33
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 487
Discretionary Accounts: 487
Regulatory Filings
CRD Number: 337400
Filing ID: 2056207
Last Filing Date: 2026-02-24 11:30:00