CADENCE WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- WESTBOROUGH, Massachusetts
- CRD number
- 155080
- Registered since
- January 2, 2014
- Website
- www.cadencewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals54.02%
- HNWI45.98%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cadence Wealth Management LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2014. The firm is owner-operated and serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include percentage-of-assets and fixed-fee engagements. Cadence identifies as a capital allocator; it does not classify itself as an active ESG investor and is not listed as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents10%
- US Government Bonds1%
Contacts
3 of 6Casey Clarke
Managing PrincipalCRD 2911372
JAMES LAITE
Registered RepresentativeCRD 4656586
MICHAEL DOWNEY
Vice President of Financial PlanningCRD 5251765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$263M in ETFs
100%
$262M
<1%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF (TLT) | BlackRock | Passive | Long Government | $47.8M | 551,775 | 18.21% |
Location
WESTBOROUGH, MA
WORCESTER
Location
WESTBOROUGH, MA
Headquartered in WESTBOROUGH, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- WORCESTER
- Address
- 1800 W Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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