C
$5.2M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-12-2022
- Office Locations
- 1
Office Locations
-- Birmingham AL
About Cade Wealth Management LLC
Cade Wealth Management LLC is a Birmingham-based RIA. The firm has been operating for 4 years. Managing $5.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
34 AVG AGE
$5.2M AVG AUM / ADVISOR
$287.9K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
F
Frank Alexander Cade
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6737499
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,181,449 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,181,449 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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