Cascade Financial Strategies
Cascade Financial Strategies is an SEC-registered mass-market adviser in Bend, OR with $150.9M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Cascade Financial Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166610, SEC 801-132417, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $150.9M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Bend, OR
- Employees
- 5
- Clients
- 309
- CRD
- 166610
- Ownership
- SCHNIEPP, JOHN, ANDERSON
How much AUM does Cascade Financial Strategies have?
Cascade Financial Strategies reported $150.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Cascade Financial Strategies?
Disclosed owners and executives of Cascade Financial Strategies include SCHNIEPP, JOHN, ANDERSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.