CASCIO WEALTH MANAGEMENT

CASCIO WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 317292). Regulatory assets under management: $3.2M.

Registration

• CRD: 317292
• Type: Registered investment adviser
• Phone: 732-921-6206
• Latest filing: 2026-01-13
• Regulatory AUM: $3.2M
• Discretionary AUM: $2.7M
• Non-discretionary AUM: $503K
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317292 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search