# Cascade Wealth Advisors, Inc

> Cascade Wealth Advisors, Inc is an SEC-registered investment advisory firm in Wenatchee, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 158470
- Filed as: CASCADE WEALTH ADVISORS, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wenatchee, WA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158470
- AdvisorCensus page: https://advisorcensus.com/firm/cascade-wealth-advisors-inc-wenatchee-wa-158470

## Quick answers

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

**Where is Cascade Wealth Advisors, Inc located?**
Cascade Wealth Advisors, Inc's principal office is in Wenatchee, WA, according to its Form ADV.

**Is Cascade Wealth Advisors, Inc registered with the SEC or a state?**
Cascade Wealth Advisors, Inc is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 158470.

**How much does Cascade Wealth Advisors, Inc manage?**
Cascade Wealth Advisors, Inc reports $228,059,740 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**How have Cascade Wealth Advisors, Inc's assets and staff changed since 2022?**
In the Form ADV data for Cascade Wealth Advisors, Inc: Regulatory assets under management: $120,834,205 in the October 2022 data and $228,059,740 in the October 2026 data, up 89%. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cascade Wealth Advisors, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (82); individuals (other than high net worth individuals) (32); corporations or other businesses not listed above (1).

**Which custodians does Cascade Wealth Advisors, Inc use?**
Cascade Wealth Advisors, Inc'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 Cascade Wealth Advisors, Inc 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/158470

**What changed in Cascade Wealth Advisors, Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $162,466,710 to $228,059,740 (+40%).

## From the Form ADV filing

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

### 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: $228,059,740
- Discretionary: $228,059,740
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $16,211,447 |
| High net worth individuals | 82 | $210,719,033 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $1,129,260 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cascade-wealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $120,834,205 | 2 | March 7, 2022 |
| October 2023 | $112,528,594 | 2 | February 6, 2023 |
| October 2024 | $143,370,260 | 2 | August 27, 2024 |
| October 2025 | $162,466,710 | 3 | July 30, 2025 |
| October 2026 | $228,059,740 | 3 | August 3, 2026 |

Regulatory assets under management: $120,834,205 in the October 2022 data and $228,059,740 in the October 2026 data, up 89%.
Total employees: 2 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $162,466,710 to $228,059,740 (+40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cascade Wealth Advisors, Inc (CRD 158470): Form ADV filing data as of October 2026.