Cadence Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$89,985,168
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
156
26% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
156
Very HighAverage account size
$576,828
About
Cadence Wealth Management advises individual and high‑net‑worth clients and offers ongoing investment supervisory services, financial planning, and qualified retirement plan consulting, including rollover guidance. The firm reports managing about $104.5 million for roughly 156 clients and also provides standalone planning work on a flat‑fee or hourly basis when investment supervision is not engaged.
The firm’s investment process combines modern portfolio theory, fundamental analysis, and tactical asset allocation, and may use individual securities, mutual funds, ETFs, and negatively correlated ETFs as part of portfolio construction. Accounts are managed primarily on a non‑discretionary basis—the brochure discloses approximately $104.5 million in non‑discretionary AUM and no discretionary AUM—so client pre‑approval is generally required for transactions, which can affect trade timing and execution.
Distinctive features relative to many peers include personnel affiliations with other registered advisers and that some representatives are also licensed insurance agents who may receive commission compensation when recommending insurance products. The brochure discloses potential conflicts tied to rollover recommendations and custodial relationships and describes disclosure and review procedures the firm uses to address those conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Financial planning flat fees generally range from $1,000 to $5,000; flat fees for qualified plan consulting services are negotiable
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001 - $50,000,000: 0.25% annually >$50,000,000+: 0.15% annually
$250 per hour
Fee-only: Flat fee for financial planning ranging from $1,000 to $5,000; hourly rate $250 per hour; qualified plan consulting fees generally 0.25% to 0.50% of plan assets or flat fee negotiated
Main office location
Cadence Wealth Management, LLC
1420 5 Th Avenue, #2200
Seattle WA 98101, United States
Number of offices
2
Most active in
Cadence Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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