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CADENCE WEALTH PARTNERS, LLC
CRD 329274
845 CHURCH ST N, SUITE 205, CONCORD, NC, 28025, United States
Phone
704-493-6919
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.3M
Discretionary AUM
$43.3M
Team
2 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $18.0M |
| High net worth individuals | 17 | $25.3M |
All web addresses on file
Official SEC filing: View on IAPD