CASCADE WEALTH MANAGEMENT SOLUTIONS INC.

CASCADE WEALTH MANAGEMENT SOLUTIONS INC. is an SEC-registered investment adviser (CRD 333821). Regulatory assets under management: $16.6M.

Registration

• CRD: 333821
• Type: Registered investment adviser
• Phone: 413-446-0802
• Latest filing: 2026-03-13
• Regulatory AUM: $16.6M
• Discretionary AUM: $16.6M
• Clients: 1
• Accounts: 136

Business model

Compensation: % of AUM, Hourly.

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 333821 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search