CASCADE WEALTH ADVISORS, INC

135 S Worthen St
Suite 300
Wenatchee, Washington 98801
Tel: 509-886-8866

About CASCADE WEALTH ADVISORS, INC

CASCADE WEALTH ADVISORS, INC, formally registered with the SEC as CASCADE WEALTH ADVISORS, INC. The firm was established in 11/04/2021. They have over 1 offices throughout the country.

CASCADE WEALTH ADVISORS, INC is a Wenatchee, Washington based Financial Planning firm with nearly $162,466,710 assets under management, offering retirement planning & investment advisory services to 269 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158470
SEC#	801-122620
Assets Managed by Firm	$162,466,710
No. of Clients	269
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	269	$162,466,710
Individuals (other than high net worth individuals)	33	$14,927,754
High net worth individuals	65	$147,538,956

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