CASCADE WEALTH ADVISORS, INC
SEC Form ADV profile.
Total regulatory AUM
$228,059,740
Discretionary
$228,059,740
Non-discretionary
$0
Firm details
- CRD number
- 158470
- SEC file number
- 801-122620
- Main office
- WENATCHEE, WA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.CASCADE-WEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.