CASCADE WEALTH ADVISORS, INC

Overview

Cascade Wealth Advisors, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm is individually owned and serves both individual/family and institutional clients. Its advisory services center on financial planning and portfolio management for individuals, small businesses, and larger institutional entities. The firm also lists accounting among its business activities, suggesting integrated tax or bookkeeping capabilities alongside investment advice. Cascade charges a mix of percentage-of-AUM, hourly, and fixed fees, indicating flexibility for different client relationships and project work. Cascade does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives