# Cadence Wealth Management LLC

> Cadence Wealth Management LLC is an SEC-registered investment advisory firm in Westborough, MA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 155080
- Filed as: CADENCE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westborough, MA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155080
- AdvisorCensus page: https://advisorcensus.com/firm/cadence-wealth-management-llc-westborough-ma-155080

## 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; fixed fees (other than subscription fees).

**How much does Cadence Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: 1% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Cadence Wealth Management LLC registered with the SEC or a state?**
Cadence Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 155080.

**How much does Cadence Wealth Management LLC manage?**
Cadence Wealth Management LLC reports $447,975,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (94% discretionary).

**How have Cadence Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Cadence Wealth Management LLC: Regulatory assets under management: $237,814,207 in the October 2021 data and $447,975,000 in the October 2026 data, up 88%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**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) (585); high net worth individuals (111).

**Which custodians does Cadence Wealth Management LLC use?**
Cadence Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**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 SEC record: https://adviserinfo.sec.gov/firm/summary/155080

**Does Cadence Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "Cadence generally requires a minimum relationship size of $250,000 to effectively implement its investment process."

**What changed in Cadence Wealth Management LLC's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 7 to 6. Regulatory assets under management went from $305,384,127 to $447,975,000 (+47%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Asset-based fee: 1% to 2.5% a year (a range, as the brochure states it)

> Investment advisory fees range from 1.00% to 2.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.

- Account minimum: $250,000

> Cadence generally requires a minimum relationship size of $250,000 to effectively implement its investment process.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $447,975,000
- Discretionary: $419,685,000
- Non-discretionary: $28,290,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 585 | $241,975,000 |
| High net worth individuals | 111 | $206,000,000 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, NC, NH, PA, RI, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cadencewm.com
- Facebook @CADENCE.WEALTH.MANAGEMENT
- LinkedIn @CADENCE-WEALTH-MANAGEMENT
- X @CADENCEWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $237,814,207 | 8 | February 10, 2021 |
| October 2022 | $252,800,000 | 8 | September 30, 2022 |
| October 2023 | $262,682,581 | 8 | February 13, 2023 |
| October 2024 | $292,198,859 | 8 | January 29, 2024 |
| October 2025 | $305,384,127 | 8 | February 3, 2025 |
| October 2026 | $447,975,000 | 7 | March 17, 2026 |

Regulatory assets under management: $237,814,207 in the October 2021 data and $447,975,000 in the October 2026 data, up 88%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $305,384,127 to $447,975,000 (+47%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cadence Wealth Management LLC (CRD 155080): Form ADV filing data as of October 2026.