Cadence Wealth Management, LLC

Cadence Wealth Management, LLC (CRD# 158636) is a financial advisory firm headquartered in Seattle, WA. They manage $67,065,345 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $462,520
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Cadence Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard Egan
CRD#: 3127649
1420 5th Ave, #2200, Seattle, WA 98101
96
Wealthminder
score

Richard Egan (CRD# 3127649) is an Investment Advisor Representative working at Cadence Wealth Management, LLC in Seattle, WA and has over 18 years of experience in the finance industry. Richard Egan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James R. Leonard
CRD#: 1638058
1420 5th Ave, #2200, Seattle, WA 98101
96
Wealthminder
score

James Leonard (CRD# 1638058) is an Investment Advisor Representative working at Cadence Wealth Management, LLC in Seattle, WA and has over 29 years of experience in the finance industry. James Leonard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kari A. Maenhout
CRD#: 2815352
1420 5th Ave, #2200, Seattle, WA 98101
93
Wealthminder
score

Kari Maenhout (CRD# 2815352) is an Investment Advisor Representative working at Cadence Wealth Management, LLC in Seattle, WA and has over 19 years of experience in the finance industry.

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