Cadence Wealth Partners, LLC
Firm details
- Headquarters
- Concord, North Carolina
- CRD number
- 329274
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.5%
- Individuals41.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cadence Wealth Partners, LLC is an independent, individual-owned advisory firm organized as an LLC that focuses on wealth management for individuals and families. The firm provides financial planning and portfolio management services geared toward individual and small-business clients, and it also operates as an insurance broker. Fee arrangements combine a percentage-of-AUM model with fixed fees. Cadence is state-registered in Florida and North Carolina.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord, NC
Cabarrus
Location
Concord, NC
Headquartered in Concord, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Cabarrus
- Address
- 845 Church St N
- Time zone
- ET (UTC-5)
- Office locations
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