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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta peakSummit +more
- Established Date
- 10-04-2010
- Office Locations
- 1
Office Locations
About Cadence Wealth Management LLC
Cadence Wealth Management is an independent RIA serving individuals and families with ongoing financial planning and hands-on advice paired with dynamic investment management that goes beyond traditional asset allocation. Portfolios are commonly implemented using ETFs and public funds, with Schwab available for custody and client access. The team publishes a monthly “Cadence Clips” newsletter with market viewpoints.
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Owner & Executives
Casey Daniel Clarke
Managing Member
- CRD
- #2911372
- Ownership
- 50% but less than 75%
THOMAS GARTH SHIFFER
Chief Compliance Officer, Managing Member
- CRD
- #4471246
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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STEVEN JOHN DEBOTH
Financial Advisor
- CRD
- #4459388
MICHAEL GEORGE DOWNEY
--
- CRD
- #5251765
Element harbor
North vital capital
- CRD
- #71097
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $419,685,000 | $144,769 |
| Non-Discretionary | $28,290,000 | $75,845 |
| Total | $447,975,000 | $136,912 |
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Separately Managed Accounts
Total SMA Asset: $447,975,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,208,108,739 | 29.4% |
| Public Funds | $2,433,425,958 | 32.4% |
| Cash | $1,179,160,109 | 15.7% |
| U.S. Government/Agency | $1,689,879,137 | 22.5% |
| Total | $7,510,573,943 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE CREST | PRIME DELTA | MO84T8PF7 | BHEBL | 1.96% | $114,811,266 |
| SIGNAL VITAL PEAK | HARBOR VERTEX | BG4439946 | ZQHX | 4.71% | $80,696,540 |
| PRIME INSIGHT | VERTEX PEAK | 9GDUZG2KZ | ZTSE | 5.31% | $92,648,482 |
| QUANTUM LEGACY | CATALYST OPTIMA | M0TNNMJ0O | RXM | 3.15% | $16,626,175 |
| EAGLE INSIGHT | MATRIX FUSION | 5SBNUNGXQ | WGLG | 0.75% | $34,548,727 |
| CAPITAL FOUNDATION | PATHWAY HORIZON | A7OQXYZSZ | TSXVP | 4.23% | $117,910,159 |
| SUMMIT FRONTIER VALUE | MATRIX ATLAS | 6EJVTBGUW | NRQT | 7.25% | $19,280,766 |
| PEAK BEACON FRONTIER | OPTIMA VECTOR | LG0BD1RT3 | NSA | 6.11% | $66,844,698 |