RIA Intel›Advisers›Washington›CASCADE WEALTH ADVISORS, INC

CASCADE WEALTH ADVISORS, INC

Advisory

N·WENATCHEE, WA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM
$228M
1-Year AUM Growth
+27.4%
3-Year CAGR
+10.8%
Employees
3
Assets Under Management
Total AUM$228M
Discretionary AUM$228M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients98
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)+100.0%
Filing History
Total Filings on Record8
First FilingOct 4, 2021
Latest FilingFeb 4, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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