WENATCHEE, WACRD 158470Latest ADV February 4, 2026
Cascade Wealth Advisors, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wenatchee, WA. Its latest Form ADV filing, dated February 4, 2026, reports $228M in regulatory assets under management, 3 employees, and 360 accounts.
Assets Under Management
$228M
Employees
3
Offices
--
Total Clients
115
Primary office
WENATCHEE, WA
135 S WORTHEN ST, SUITE 300, WENATCHEE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.3% of total clients.
Top client categories% of clientsClients
1
HNWI
71.3%
82
2
Individuals
27.8%
32
3
Corporations
0.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$228Mas of February 4, 2026
Discretionary100.0%
$228M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$228M
Total Accounts360
10Y AUM Change+$122M (+114.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee38:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.