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Cadence Wealth Management LLC

● SEC registered since 2014CRD 155080SEC# 801-78941Westborough, MA
Export (members)
Reg. AUM
$305.4M
Employees
8
Accounts
3,021
Location
Westborough, MA

Cadence Wealth Management LLC assets under management

Cadence Wealth Management LLC is an SEC-registered investment adviser based in Westborough, MA. The firm has been registered since 2014. It reports $305.4 million in regulatory assets under management and employs 8 people.
www.facebook.com/cadence.wealth.managementView on SEC.gov ↗

Cadence Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Casey Daniel Clarke ControlManaging Member50-75%2010
Thomas Garth Shiffer ControlManaging Member, Chief Compliance Officer50-75%2010

Frequently asked questions

How much does Cadence Wealth Management LLC manage?

Cadence Wealth Management LLC reports $305.4 million in regulatory assets under management on its Form ADV.

How many employees does Cadence Wealth Management LLC have?

Cadence Wealth Management LLC reports 8 employees.

Where is Cadence Wealth Management LLC located?

Cadence Wealth Management LLC is based in Westborough, MA and has been SEC-registered since 2014.

Does Cadence Wealth Management LLC disclose fund performance?

Cadence Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1800 West Park Drive, Suite 330, Westborough, MA 01581
Phone(508) 898-0400
Fax(508) 898-0408
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$281.8M
Non-discretionary$23.6M
Total (RAUM)$305.4M