Cadence Wealth Management, LLC

Cadence Wealth Management, LLC (CRD# 158636) is a financial advisory firm headquartered in Seattle, WA. They manage $90,134,210 in 210 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1420 5th Avenue, #2200, Seattle, WA 98101
http://www.cadence-wm.com
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $429,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, WA

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

Richard Egan (CRD# 3127649) is an Investment Advisor Representative working at Cadence Wealth Management, LLC in Seattle, WA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals