Cascio Wealth Management
RIAState Registered
Total AUM
$3.2M
Discretionary
$2.7M
84% of AUM
Avg account
$176K
Accounts
18
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 317292
- Website
- casciowealth.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals92.85%
- Corporations / Businesses7.15%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cascio Wealth Management is run as a sole proprietorship with an individual owner and offers fee-based advisory services charged as a percentage of assets under management. The firm focuses on portfolio management for individuals and small businesses and reports serving both individual & family and institutional clients. Cascio Wealth Management is not positioned as a multi-state adviser, is not an active ESG investor, and does not identify as a pension consultant or capital allocator.
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents17%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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