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CASCADE WEALTH ADVISORS, INC
CRD 158470 · SEC 801-122620
135 S WORTHEN ST, SUITE 300, WENATCHEE, WA, 98801, United States
Phone
509-886-8866
Fax
866-845-8678
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.1M
Discretionary AUM
$228.1M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $16.2M |
| High net worth individuals | 82 | $210.7M |
| Corporations/business entities | 1 | $1.1M |
States served
LA, WA
All web addresses on file
Official SEC filing: View on IAPD