CADENCE WEALTH MANAGEMENT, LLC

Overview

Cadence Wealth Management, LLC operates as an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering a mix of fee arrangements (percentage of AUM, hourly and fixed fees). Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm also conducts insurance brokerage activity, which is integrated into client planning and utility of insurance-based solutions. Filing information signals a clear preference for equities—specifically exchange-traded instruments—and the practice is largely non-discretionary: the firm’s reported assets are held as non-discretionary accounts. Cadence does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices