Cascade Wealth Advisors, Inc
Firm details
- Headquarters
- Wenatchee, Washington
- CRD number
- 158470
- Registered since
- November 4, 2021
- Website
- www.cascade-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.4%
- Individuals7.11%
- Corporations / Businesses0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cascade Wealth Advisors, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2021. The firm is owner-operated and serves both individual and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. The firm also lists accounting among its business activities and industry affiliations. Cascade does not identify as an active ESG investor and is not registered as a multistate adviser or pension consultant.
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 Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Bradley Vander Velde
Financial AdvisorCRD 7463226
Lucas Stauffer Evans
Investment Adviser RepresentativeCRD 4514076
Scott Blaesing
Principal & FounderCRD 5954881
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$255M in ETFs
50%
$126M
36%
$128M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NEOS S&P 500(R) HIGH INCOME ETF (SPYI) | NEOS | Active | Derivative Income | $18.2M | 335,192 | 7.13% |
Location
Wenatchee, WA
Chelan
Location
Wenatchee, WA
Headquartered in Wenatchee, WA, in the West of the United States.
- Region
- West
- County
- Chelan
- Address
- 135 S Worthen St
- Time zone
- PT (UTC-8)
- Office locations
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