Cascade Wealth Advisors, Inc
● SEC registered since 2021CRD 158470SEC# 801-122620Wenatchee, WA
Reg. AUM
$228.1M
Employees
3
Accounts
360
Location
Wenatchee, WA
Cascade Wealth Advisors, Inc assets under management
Cascade Wealth Advisors, Inc operates as an SEC-registered investment adviser based in Wenatchee, WA. The firm has been registered since 2021. It reports $228.1 million in regulatory assets under management and employs 3 people.
Cascade Wealth Advisors, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Thomas Blaesing Control | President, Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Cascade Wealth Advisors, Inc manage?
Cascade Wealth Advisors, Inc reports $228.1 million in regulatory assets under management on its Form ADV.
How many employees does Cascade Wealth Advisors, Inc have?
Cascade Wealth Advisors, Inc reports 3 employees.
Where is Cascade Wealth Advisors, Inc located?
Cascade Wealth Advisors, Inc is based in Wenatchee, WA and has been SEC-registered since 2021.
Does Cascade Wealth Advisors, Inc disclose fund performance?
Cascade Wealth Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 135 S Worthen St, Suite 300, Wenatchee, WA 98801 |
| Phone | 509-886-8866 |
| Fax | 866-845-8678 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$228.1M▲ 40%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$228.1Mregulatory AUM
Discretionary $228.1M