CADIA PRIVATE CLIENT LLC
Firm details
- Headquarters
- PARSIPPANY, New Jersey
- CRD number
- 337400
- Registered since
- August 28, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.33%
- Individuals14.03%
- Corporations / Businesses6.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cadia Private Client LLC is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its fee model combines a percentage-of-AUM component with fixed fees. Cadia is not an active ESG investor and reports an affiliation with an insurance company; it is registered with the SEC in 2025.
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities13%
- Cash & Cash Equivalents13%
- US Government Bonds2%
- Private Funds1%
Owners & executives
1 of 1Vincent Maffucci
Managing Member And Chief Compliance OfficerCRD 4279019
Contacts
1 of 1Martin Matousek
Managing PartnerCRD 5384605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PARSIPPANY, NJ
MORRIS
Location
PARSIPPANY, NJ
Headquartered in PARSIPPANY, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MORRIS
- Address
- 1 Gatehall Dr
- Time zone
- ET (UTC-5)
- Office locations
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