# CADENCE WEALTH MANAGEMENT LLC

CADENCE WEALTH MANAGEMENT LLC of WESTBOROUGH, MA is an SEC-registered investment adviser.

## Registration

- CRD: 155080
- Type: SEC-registered investment adviser
- SEC file number: 801-78941
- Location: 1800 WEST PARK DRIVE, SUITE 330, WESTBOROUGH, MA, 01581
- Phone: (508) 898-0400
- Latest filing: 2026-03-17
- Regulatory AUM: $448.0M
- Discretionary AUM: $419.7M
- Non-discretionary AUM: $28.3M
- Clients: 7
- Accounts: 3,272

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Casey Daniel Clarke | MANAGING MEMBER | — |
| Thomas Garth Shiffer | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| CLARKE CASEY DANIEL | MANAGING MEMBER | — |
| SHIFFER THOMAS GARTH | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| RITCH CHRISTINE PASTELIS | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155080/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155080/similar
- Related entities: https://search.stillhousedata.com/firm/155080/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155080

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.