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CASCADE FINANCIAL PARTNERS, LLC
CRD 326620 · SEC 801-128042
3579 VALLEY CENTRE DRIVE, SUITE 125, SAN DIEGO, CA, 92130, United States
Phone
858-379-6701
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.38B
Discretionary AUM
$1.35B
Team
9 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $44.7M |
| High net worth individuals | 201 | $1.34B |
States served
AZ, CA, LA, MA, MI, NV, NJ, NY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD