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- Custodian
- Charles Schwab & Company ยท MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 163 clients, or 81.5 clients per representative. That equates to $640.9K in reported AUM per client.
The profile lists 2 reported office locations and 14 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cadence Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Cadence Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
Review the latest reported holdings
Cadence Wealth Management, LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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