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Building 2CASCADE WEALTH ADVISORS, INC

Map pinWENATCHEE, WA
Phone509-886-8866
NotebookSEC #801-122620
Total AUM
$228.1M
Employees
3
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 S WORTHEN ST
SUITE 300
WENATCHEE
WA 98801
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
509-886-8866

ReceiptFinancials

Total AUM
$228.1M
Accounts
360
Discretionary
$228.1M
Accounts
360
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$16.2M
HNW Individual Clients
82
AUM
$210.7M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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