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CADENCE WEALTH MANAGEMENT, LLC
CRD 158636
1420 5TH AVENUE, #2200, SEATTLE, WA, 98101, United States
Phone
206-224-5636
Fax
206-673-4604
Registration
— (—)
Source
State registered
Total AUM
$104.5M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $58.5M |
| High net worth individuals | 40 | $31.5M |
| Pension/profit sharing plans | 7 | $6.9M |
All web addresses on file
Official SEC filing: View on IAPD