CADENCE WEALTH MANAGEMENT LLC

1800 West Park Drive
Suite 330
Westborough, Massachusetts 01581
Tel: (508) 898-0400

About CADENCE WEALTH MANAGEMENT LLC

CADENCE WEALTH MANAGEMENT LLC, formally registered with the SEC as CADENCE WEALTH MANAGEMENT LLC. The firm was established in 01/02/2014. They have over 1 offices throughout the country.

CADENCE WEALTH MANAGEMENT LLC is a Westborough, Massachusetts based Financial Planning firm with nearly $305,384,127 assets under management, offering retirement planning & investment advisory services to 3021 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155080
SEC#	801-78941
Assets Managed by Firm	$305,384,127
No. of Clients	3021
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3021	$305,384,127
Individuals (other than high net worth individuals)	591	$144,157,680
High net worth individuals	91	$161,226,447

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