CASCADE WEALTH LLC

CASCADE WEALTH LLC is an SEC-registered investment adviser (CRD 322216). Regulatory assets under management: $30.7M.

Registration

• CRD: 322216
• Type: Registered investment adviser
• Phone: (617) 817-9158
• Latest filing: 2026-02-02
• Regulatory AUM: $30.7M
• Discretionary AUM: $30.3M
• Non-discretionary AUM: $435K
• Clients: 1
• Accounts: 126

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 322216 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search