Cadence Wealth Management LLC
● SEC registered since 2014CRD 155080SEC# 801-78941Westborough, MA
Reg. AUM
$448M
Employees
7
Accounts
3,272
Location
Westborough, MA
Cadence Wealth Management LLC assets under management
Cadence Wealth Management LLC is an SEC-registered investment adviser based in Westborough, MA. The firm has been registered since 2014. It reports $448 million in regulatory assets under management and employs 7 people.
Cadence Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Daniel Clarke Control | Managing Member | 50-75% | 2010 |
| Thomas Garth Shiffer Control | Managing Member, Chief Compliance Officer | 50-75% | 2010 |
Frequently asked questions
How much does Cadence Wealth Management LLC manage?
Cadence Wealth Management LLC reports $448 million in regulatory assets under management on its Form ADV.
How many employees does Cadence Wealth Management LLC have?
Cadence Wealth Management LLC reports 7 employees.
Where is Cadence Wealth Management LLC located?
Cadence Wealth Management LLC is based in Westborough, MA and has been SEC-registered since 2014.
Does Cadence Wealth Management LLC disclose fund performance?
Cadence Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1800 West Park Drive, Suite 330, Westborough, MA 01581 |
| Phone | (508) 898-0400 |
| Fax | (508) 898-0408 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$448M▲ 47%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$448Mregulatory AUM
Discretionary $419.7MNon-discretionary $28.3M