# Cadence Wealth Management, LLC

> Cadence Wealth Management, LLC is a state-registered investment advisory firm in Seattle, WA, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 158636
- Filed as: CADENCE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158636
- AdvisorCensus page: https://advisorcensus.com/firm/cadence-wealth-management-llc-seattle-wa-158636

## Quick answers

**How is Cadence Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cadence Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Cadence Wealth Management, LLC located?**
Cadence Wealth Management, LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is Cadence Wealth Management, LLC registered with the SEC or a state?**
Cadence Wealth Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158636.

**How much does Cadence Wealth Management, LLC manage?**
Cadence Wealth Management, LLC reports $104,465,298 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**What types of clients does Cadence Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (40); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Cadence 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/158636

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $104,465,298
- Discretionary: $0
- Non-discretionary: $104,465,298

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 116 | $58,490,360 |
| High net worth individuals | 40 | $31,494,808 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $6,917,192 |
| Corporations or other businesses not listed above | Fewer than 5 | $7,562,938 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cadence-wm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cadence Wealth Management, LLC (CRD 158636): Form ADV filing data as of October 2026.