# Cascade Wealth LLC

> Cascade Wealth LLC is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 322216
- Filed as: CASCADE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322216
- AdvisorCensus page: https://advisorcensus.com/firm/cascade-wealth-llc-322216

## Quick answers

**How is Cascade Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cascade Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cascade Wealth LLC registered with the SEC or a state?**
Cascade Wealth LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322216.

**How much does Cascade Wealth LLC manage?**
Cascade Wealth LLC reports $30,714,273 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (99% discretionary).

**What types of clients does Cascade Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (15).

**Does Cascade Wealth 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/322216

## 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: $30,714,273
- Discretionary: $30,279,634
- Non-discretionary: $434,639

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $6,066,549 |
| High net worth individuals | 15 | $24,647,724 |

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

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

### Websites listed on Form ADV (Item 1.I)
- cascadewealthplanning.com
- LinkedIn @chad-onufrechuk-crps®-02637413

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cascade Wealth LLC (CRD 322216): Form ADV filing data as of October 2026.