CADENCE WEALTH MANAGEMENT LLC
  • CADENCE WEALTH MANAGEMENT LLC

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Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 01/02/2014
Other registrations (3)
ADV Location WESTBOROUGH, MA, United States
Contact Info (50 xxxxxxx
Websites
AUM* 447,975,000 53%
of that, discretionary 419,685,000 55%
Number of Employees 7 -13%
of those in investment advisory functions 6 -14%
Private Fund GAV* 0
Avg Account Size 136,912 32%
% High Net Worth 15.95% 76%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

420M 360M 300M 240M 180M 120M 60M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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