CRD: 329274
Cadence Wealth Partners, LLC
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-29-2024
- Office Locations
- 1
Office Locations
About Cadence Wealth Partners, LLC
Cadence Wealth Partners is an independent fiduciary advisory firm in Concord, NC serving business owners, retirees, and military families locally and virtually nationwide. The team provides tax-smart retirement planning, business exit strategy support, estate planning coordination, and ongoing investment management. Advisors hold CFP®, CEPA®, and RICP® credentials, and founder Sean Williams has been featured in outlets including CNBC and MarketWatch.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SEAN MICHAEL WILLIAMS
Chief Compliance Officer, President, Senior Wealth Advisor
- CRD
- #6317830
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nicholas Alan O'Kelly
--
- CRD
- #7730034
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,275,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,275,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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