CADENCE WEALTH PARTNERS, LLC

CADENCE WEALTH PARTNERS, LLC of CONCORD, NC is an SEC-registered investment adviser (CRD 329274). Regulatory assets under management: $43.3M.

Registration

• CRD: 329274
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329274 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search