CAYDEN WEALTH MANAGEMENT

Overview

Cayden Wealth Management is an independent registered advisory firm operating as a limited liability company that serves individual and family clients. The firm’s advisory mix centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible—proportionate AUM fees, hourly billing and fixed-fee engagements are all used depending on the client relationship. Investment activity is conservative in scope and implementation: the asset base is overwhelmingly allocated to public mutual funds and pooled vehicles, with supplemental exposure to real estate through third‑party managers. The firm does not operate as a capital allocator or run proprietary funds; instead it sources external managers and mutual funds to build client portfolios. Cayden is not designated as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices