CASCADE WEALTH ADVISORS, INC
SEC RegisteredIndependent Transparent Fiduciary
About the firm
Cascade Wealth Advisors is a fee-only RIA that provides independent, unbiased advice with a fiduciary obligation to put clients' best interests first. The firm offers comprehensive financial planning, investment management, and tax planning services backed by CPA-level expertise.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive Financial Planning, Investment Management, and Tax Planning, including proven tax efficient strategies backed by CPA-level expertise.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 32 | $16M |
| High Net Worth Individuals | 82 | $211M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.00% |
| $500,001 to $1,000,000 | 0.80% |
| $1,000,001 to $2,000,000 | 0.65% |
| $2,000,001 to $3,000,000 | 0.50% |
| $3,000,000 to $7,000,000 | 0.35% |
| $7,000,000 and above | 0.50% |
Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CASCADE WEALTH ADVISORS, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.