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CASCADE WEALTH ADVISORS, INC

WENATCHEE, WA · CRD 158470 · IAPD ↗ · cascade-wealth.com · 509-886-8866

$228.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — CASCADE WEALTH ADVISORS, INC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2026 — CASCADE WEALTH ADVISORS, INC reported RAUM up 40% ($162.5M -> $228.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2025 — CASCADE WEALTH ADVISORS, INC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — CASCADE WEALTH ADVISORS, INC reported RAUM up 27% ($112.5M -> $143.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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