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Cascade Wealth Advisors, Inc

● SEC registered since 2021CRD 158470SEC# 801-122620Wenatchee, WA
Export (members)
Reg. AUM
$162.5M
Employees
3
Accounts
269
Location
Wenatchee, WA

Cascade Wealth Advisors, Inc assets under management

Cascade Wealth Advisors, Inc operates as an SEC-registered investment adviser based in Wenatchee, WA. The firm has been registered since 2021. It reports $162.5 million in regulatory assets under management and employs 3 people.
www.cascade-wealth.comView on SEC.gov ↗

Cascade Wealth Advisors, Inc owners & executives

1 reported
NameTitleOwnershipSince
Scott Thomas Blaesing ControlPresident, Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Cascade Wealth Advisors, Inc manage?

Cascade Wealth Advisors, Inc reports $162.5 million in regulatory assets under management on its Form ADV.

How many employees does Cascade Wealth Advisors, Inc have?

Cascade Wealth Advisors, Inc reports 3 employees.

Where is Cascade Wealth Advisors, Inc located?

Cascade Wealth Advisors, Inc is based in Wenatchee, WA and has been SEC-registered since 2021.

Does Cascade Wealth Advisors, Inc disclose fund performance?

Cascade Wealth Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address135 S Worthen St, Suite 300, Wenatchee, WA 98801
Phone509-886-8866
Fax866-845-8678
Office hours8 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162.5M
Non-discretionary$0
Total (RAUM)$162.5M