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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 3, 2025 and March 17, 2026, reported AUM increased 46.7%, from $305.4M to $448.0M.
Across 5 reported observations, AUM increased 77.2% between September 30, 2022 and March 17, 2026, from $252.8M to $448.0M.
Of the latest reported AUM, 93.7% is discretionary and 6.3% is non-discretionary.
The firm reports 6 advisory representatives and 696 clients, or 116 clients per representative. That equates to $643.6K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Vice President of Financial Planning
- CRD
- #5251765
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
SMA allocation detail is available
Cadence Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cadence Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.