Cadence Wealth Management LLC
Cadence Wealth Management LLC is an SEC-registered mass-market adviser in Westborough, MA with $448.0M assets under management (AUM, regulatory AUM), +47% over one year. See who owns Cadence Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155080, SEC 801-78941, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $448.0M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Westborough, MA
- Employees
- 7
- Clients
- 696
- CRD
- 155080
- Ownership
- CLARKE, CASEY, DANIEL; SHIFFER, THOMAS, GARTH; RITCH, CHRISTINE, PASTELIS
How much AUM does Cadence Wealth Management LLC have?
Cadence Wealth Management LLC reported $448.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Cadence Wealth Management LLC?
Disclosed owners and executives of Cadence Wealth Management LLC include CLARKE, CASEY, DANIEL, SHIFFER, THOMAS, GARTH, RITCH, CHRISTINE, PASTELIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.