CADE WEALTH MANAGEMENT LLC

CADE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 320796). Regulatory assets under management: $5.2M.

Registration

• CRD: 320796
• Type: Registered investment adviser
• Phone: 205-617-9802
• Latest filing: 2026-01-07
• Regulatory AUM: $5.2M
• Discretionary AUM: $5.2M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 320796 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search