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CADENCE WEALTH MANAGEMENT LLC

CRD 155080 · SEC 801-78941

Visit website

1800 WEST PARK DRIVE, SUITE 330, WESTBOROUGH, MA, 01581, United States

Phone

(508) 898-0400

Fax

(508) 898-0408

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$448.0M

Discretionary AUM

$419.7M

Team

7 total employees; 6 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals585$242.0M
High net worth individuals111$206.0M

States served

CA, MA, NC, PA, RI, TN, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD