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Home > Retirement Planners > washington > wenatchee > CASCADE WEALTH ADVISORS, INC
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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