# CADENCE WEALTH PARTNERS, LLC

CADENCE WEALTH PARTNERS, LLC of CONCORD, NC is an SEC-registered investment adviser.

## Registration

- CRD: 329274
- Type: SEC-registered investment adviser
- Location: 845 CHURCH ST N, CONCORD, NC, 28025
- Phone: 704-493-6919
- Latest filing: 2026-01-19
- Regulatory AUM: $43.3M
- Discretionary AUM: $43.3M
- Clients: 2
- Accounts: 97

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329274/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329274/similar
- Related entities: https://search.stillhousedata.com/firm/329274/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329274

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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.