$228.1M Total AUM
$228.1M Disc. AUM
27.4% 3Y CAGR
3 Employees
115 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Foundation momentum
- Established Date
- 10-20-2011
- Office Locations
- 1
Office Locations
135 S Worthen ST Suite 300 Wenatchee WA
About Cascade Wealth Advisors, INC
Cascade Wealth Advisors is a fee-only, independent fiduciary RIA providing comprehensive financial planning, investment management, and tax planning backed by CPA-level expertise. The firm supports retirees and business owners with retirement readiness, Social Security decisions, and tax efficiency, using diversified portfolios that include ETFs and mutual funds. Custodies include Charles Schwab.
Team overview
49 AVG AGE
$76.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
5.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Beacon Vital
Client Personas
Ember frontier Element matrix
Custodian
Atlas legacy Focus Wave focus Delta
Investment Themes
Peak
Investment Vehicles
Summit quantum Legacy quantum
Platform
Atlas
Services
Element Momentum eagle Pathway bridge Insight Quantum Insight capital Crest Peak
Technology
Bridge harbor
Owner & Executives
SCOTT THOMAS BLAESING
Chief Compliance Officer, President, Principal
- CRD
- #5954881
- Ownership
- 75% or more
(728) 312-3165
momentum.summit@zenithcapital.com
in linkedin.com/in/timber-signal
Showing 1 of 1 owners & executives
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L
Lucas Paul Stauffer Evans
--
- CRD
- #4514076
(414) 911-2959
crest.glacier@matrixcapital.com
in linkedin.com/in/catalyst-legacy
B
BRADLEY TROY VANDER VELDE
--
- CRD
- #7463226
(630) 232-2980
timber.element@valuecapital.com
in linkedin.com/in/focus-eagle
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,059,740 | $633,499 |
| Non-Discretionary | $0 | -- |
| Total | $228,059,740 | $633,499 |
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Separately Managed Accounts
Total SMA Asset: $228,059,740
Public Funds:
32.3% Equity - Exchange:
49.5% Cash:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,615,722,933 | 32.3% |
| Equity - Exchange | $4,008,615,640 | 49.5% |
| Cash | $1,473,874,842 | 18.2% |
| Total | $8,098,213,415 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX BEACON | RADIAL OAK | 8WW0922MW | YDJ | 7.66% | $38,291,834 |
| FOCUS MERIDIAN PEAK | VECTOR PEAK | K9WI72WO3 | HRUPS | 11.78% | $2,489,884 |
| ALPHA ATLAS UNISON | FOUNDATION ALPHA | UI7BIC7NL | EWWRP | 7.26% | $50,996,824 |
| ATLAS QUANTUM ALPHA | MATRIX ALPHA | T2Q5LPY90 | DQOU | 8.22% | $99,418,134 |
| PEAK SUMMIT | ZENITH MERIDIAN | CNTN3J1AN | LHH | 9.82% | $114,014,269 |
| SUMMIT MERIDIAN CAPITAL | EMBER QUANTUM | Q78TN4QX8 | KNE | 4.88% | $31,665,868 |
| CAPITAL ZENITH SIGNAL | EMBER CATALYST | RKG8P59KB | UQK | 3.78% | $97,163,979 |
| VALUE WAVE | MOMENTUM VALUE | X4SIM6GHU | VBOWW | 7.91% | $70,858,968 |