RIA Intel›Advisers›Washington›CADENCE WEALTH MANAGEMENT, LLC

CADENCE WEALTH MANAGEMENT, LLC

Advisory

SEATTLE, WA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in WA

#392

of 505 advisers by AUM

Average account

$547K

across 191 accounts

AUM per adviser

$52M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$104M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$104M

Discretionary AUM$0

Non-Discretionary AUM$104M

Discretionary %0%

Total Clients163

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

163 clients

40 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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