Cadence Wealth Partners, LLC
Firm details
- Headquarters
- Concord, North Carolina
- CRD number
- 329274
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.5%
- Individuals41.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cadence Wealth Partners, LLC is an independent, individual-owned advisory firm organized as an LLC that focuses on serving individuals and families. The firm combines financial planning with portfolio management for individual and small-business clients and also operates as an insurance broker, which shapes its product mix and client solutions. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The advisor is registered to do business in Florida and North Carolina.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Contacts
2 of 2
Sean Williams
PresidentCRD 6317830
Nicholas O'kelly
Director of Financial PlanningCRD 7730034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord, NC
Cabarrus
Location
Concord, NC
Headquartered in Concord, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Cabarrus
- Address
- 845 Church St N
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Optimal Planning LLC
RIAConcord, NC
Family Wealth Partners Concord, Inc
RIAConcord, NC
WMC Capital Management, LLC
RIAConcord, NC
360 Aviation Advisors, LLC
RIAConcord, NC
Mill Capital Management, LLC
RIAConcord, NC
Wyatt Financial L.L.C.
RIACary, NC