Overview
Assets Under Management: $162 million
Headquarters: WENATCHEE, WA
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
CASCADE WEALTH ADVISORS, INC 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 #158470), CASCADE WEALTH ADVISORS, INC is subject to fiduciary duty under federal law.
CASCADE WEALTH ADVISORS, INC is headquartered in WENATCHEE, WA.
CASCADE WEALTH ADVISORS, INC serves 65 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, CASCADE WEALTH ADVISORS, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CASCADE WEALTH ADVISORS, INC manages $162 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, CASCADE WEALTH ADVISORS, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 269
Discretionary Accounts: 269
Regulatory Filings
CRD Number: 158470
Last Filing Date: 2025-01-31 00:00:00
Website: https://cascade-wealth.com