Cade Wealth Management LLC

Overview

Cade Wealth Management LLC is a small, owner-operated advisory firm that focuses on fee‑based portfolio management for individuals, families and small businesses, with an advisory offering that includes pension consulting services. The firm’s stated investment preference is equities, with a heavy emphasis on exchange‑traded securities held in discretionary portfolios. Cade Wealth does not present itself as an ESG‑driven manager and operates as a single‑office, single‑state adviser. Investment implementation appears straightforward: concentrated equity exposure as the core allocation, supplemented by mutual funds and targeted real‑estate allocations through third‑party managers. Cade Wealth is not a capital allocator on its own balance sheet; it places client assets into external vehicles and strategies rather than running proprietary private‑capital programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices