CADENCE WEALTH MANAGEMENT, LLC

CADENCE WEALTH MANAGEMENT, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 158636). Regulatory assets under management: $104.5M.

Registration

• CRD: 158636
• Type: Registered investment adviser
• Location: 1420 5TH AVENUE, #2200, SEATTLE, WA, 98101
• Phone: 206-224-5636
• Latest filing: 2026-03-27
• Regulatory AUM: $104.5M
• Non-discretionary AUM: $104.5M
• Clients: 3
• Accounts: 191

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158636 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search