RIA Intel›Advisers›Nevada›CADENZA FINANCIAL PLANNING LLC

CADENZA FINANCIAL PLANNING LLC

Advisory

NV

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account

$149K

across 42 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NV, TX

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

21 clients

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

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Advisers of similar size in NV

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

IGNIS CAPITAL ADVISORS LLC

$6M

BMR FINANCIAL ADVISORS, LTD.

$6M

SMITH, BLAIR DAVID

$6M

THE AMERICAN LEGACY CAPITAL GROUP, L.L.C.

$6M

INFINITY WEALTH COACHING, LLC

$7M

FED ADVISORS, INC

$6M

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