# Cade Wealth Management LLC

> Cade Wealth Management LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.

- CRD: 320796
- Filed as: CADE WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Alabama
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/320796
- AdvisorCensus page: https://advisorcensus.com/firm/cade-wealth-management-llc-320796

## Quick answers

**How is Cade Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cade Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Cade Wealth Management LLC registered with the SEC or a state?**
Cade Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 320796.

**How much does Cade Wealth Management LLC manage?**
Cade Wealth Management LLC reports $5,181,449 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (100% discretionary).

**What types of clients does Cade Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (7); individuals (other than high net worth individuals) (6); high net worth individuals (4).

**Does Cade Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/320796

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,181,449
- Discretionary: $5,181,449
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $673,544 |
| High net worth individuals | 4 | $456,259 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $4,051,617 |
| Corporations or other businesses not listed above | 1 | $29 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cade Wealth Management LLC (CRD 320796): Form ADV filing data as of October 2026.