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- Custodian
- Charles Schwab & Company ยท MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-2011
- Office Locations
- 2
Office Locations
About Cadence Wealth Management, LLC
Cadence Wealth Management is a Seattle-based RIA providing wealth management and integrated planning across investments, tax, insurance, retirement, and estate planning for individuals and families, including entrepreneurs. The firm uses a structured process to organize and consolidate client financial information with technology access anytime, then implements and monitors a risk-tolerance-based strategy. Portfolios are primarily ETF-based and custodied at Charles Schwab.
Team overview
Insights
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD EGAN
Managing Member
- CRD
- #3127649
- Ownership
- 75% or more
ANDREW STEVEN FICARRA
Financial Advisor, General Partner, Managing Partner
- CRD
- #6073920
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $104,465,298 | -- |
| Total | $104,465,298 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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