CASCADE WEALTH ADVISORS, INC
Tel: 509-886-8866 135 S Worthen St Suite 300 Wenatchee, Washington 98801
About CASCADE WEALTH ADVISORS, INC
CASCADE WEALTH ADVISORS, INC is a Wenatchee, Washington based financial advisory firm with nearly $162,466,710 in assets under management and provides investment advisory services for 269 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
158470
Firm SEC#:
801-122620
Assets Under Management:
$162,466,710
No. of Clients:
269
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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