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
Cadence Wealth Management, LLC
By the Numbers
-
Total Assets Under Management90MILLION
-
Total Number of Accounts210ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, WA
Financial Advisors at Cadence Wealth Management, LLC
1
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.
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