Cascade Wealth LLC

Overview

Cascade Wealth LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, including small business owners. The firm uses a fee mix that includes a percentage of assets under management, hourly charges and fixed fees. Investment activity is heavily tilted toward public equities: the firm's filings show a clear preference for exchange-traded equities as the primary building block of client portfolios. Cascade Wealth is not positioned as a capital allocator or pension consultant; it operates as a boutique RIA serving a concentrated client base with discretionary portfolio authority in most relationships. The firm’s practice model favors liquid, market-traded instruments supplemented by selected third‑party alternative funds and mutual funds. Cascade Wealth is not an active ESG investor and does not represent itself as a multi‑state or family‑office provider. Custody and operational infrastructure lean modern and streamlined, consistent with a single-office RIA that uses an electronic-first custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices