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CADIA PRIVATE CLIENT LLC

CRD 337400 · SEC 801-134227

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1 GATEHALL DRIVE, SUITE 307, PARSIPPANY, NJ, 07054, United States

Phone

973-993-6300

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$192.5M

Discretionary AUM

$192.5M

Team

3 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals76$27.0M
High net worth individuals46$152.7M

States served

NJ, TX

All web addresses on file

Official SEC filing: View on IAPD