Cascade Wealth Advisors, Inc.
Cascade Wealth Advisors, Inc. (CRD# 158470) is a financial advisory firm headquartered in Wenatchee, WA. They manage $112,528,594 in 230 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cascade Wealth Advisors, Inc.
By the Numbers
-
Total Assets Under Management113MILLION
-
Total Number of Accounts230ACCOUNTS
-
Average Account Value$489,255
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Cascade Wealth Advisors, Inc.
1
Scott Blaesing (CRD# 5954881) is an Investment Advisor Representative working at Cascade Wealth Advisors, Inc. in Wenatchee, WA and has over 15 years of experience in the finance industry.
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