# CASCIO WEALTH MANAGEMENT

CASCIO WEALTH MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 317292
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317292/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317292/similar
- Related entities: https://search.stillhousedata.com/firm/317292/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317292

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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.