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Building 2CADENCE WEALTH MANAGEMENT LLC

Map pinWESTBOROUGH, MA
Phone(508) 898-0400
NotebookSEC #801-78941
Total AUM
$448M
Employees
7
Clients
696

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 WEST PARK DRIVE
SUITE 330
WESTBOROUGH
MA 01581
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(508) 898-0400

ReceiptFinancials

Total AUM
$448M
Accounts
3,272
Discretionary
$419.7M
Accounts
2,899
Non-Discretionary
$28.3M
Accounts
373

ContactClients

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Individual Clients
585
AUM
$242M
HNW Individual Clients
111
AUM
$206M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNHPARITNTX

HandshakeAffiliates

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

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