RIA Intel›Advisers›North Carolina›CADENCE WEALTH PARTNERS, LLC

CADENCE WEALTH PARTNERS, LLC

Advisory

CONCORD, NC

Data as of Jan 19, 2026 · Source: SEC Form ADV

Average account

$446K

across 97 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients97

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC

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

97 clients

17 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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WEST END PARTNERS, LLC

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WYATT FINANCIAL L.L.C.

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