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CASCADE WEALTH LLC

Advisory

MA

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in MA
#1,266
of 1,590 advisers by AUM
Average account
$244K
across 126 accounts
AUM per adviser
$31M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM
$31M
Discretionary %
98.6%
Clients
30
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$31M
Discretionary AUM$30M
Non-Discretionary AUM$435K
Discretionary %98.6%
Total Clients30
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

OBRAN CAPITAL ADVISORS, LLC
$31M
MEETING HOUSE CAPITAL, LLC
CONCORD, MA
$30M
YATES CAPITAL MANAGEMENT CORP
BOSTON, MA
$31M
-18.3% 1Y
J. WILLIAMS WEALTH MANAGEMENT, LLC
$31M
MILLSTONE WEALTH PARTNERS, LLC
BOSTON, MA
$30M
-71.2% 1Y
SNUG HARBOR CAPITAL MANAGEMENT, LLC
$30M

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