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CADENCE WEALTH MANAGEMENT LLC

WESTBOROUGH, MA · CRD 155080 · IAPD ↗ · (508) 898-0400

$448.0MRegulatory AUM
6Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
February 2026 — CADENCE WEALTH MANAGEMENT LLC reported RAUM up 47% ($305.4M -> $448.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.