# Cascade Wealth Management Solutions Inc.

> Cascade Wealth Management Solutions Inc. is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 333821
- Filed as: CASCADE WEALTH MANAGEMENT SOLUTIONS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333821
- AdvisorCensus page: https://advisorcensus.com/firm/cascade-wealth-management-solutions-inc-333821

## Quick answers

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

**Is Cascade Wealth Management Solutions Inc. registered with the SEC or a state?**
Cascade Wealth Management Solutions Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333821.

**How much does Cascade Wealth Management Solutions Inc. manage?**
Cascade Wealth Management Solutions Inc. reports $16,556,566 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Cascade Wealth Management Solutions Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76).

**Does Cascade Wealth Management Solutions Inc. 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/333821

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,556,566
- Discretionary: $16,556,566
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $16,556,566 |

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

### Firm details
- Registered since: 2025 (1 year)
- 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)
- cascadewms.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cascade Wealth Management Solutions Inc. (CRD 333821): Form ADV filing data as of October 2026.