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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Harbor matrix
- Established Date
- 08-19-2022
- Office Locations
- 1
Office Locations
About Cascade Wealth LLC
Cascade Wealth Planning (Cascade Wealth LLC) is an independent RIA serving ambitious/new parents in the greater Boston area, helping families navigate career and lifestyle trade-offs while funding college and retiring comfortably. The firm provides ongoing financial planning and investment management, including college and retirement planning, estate planning, cash flow and debt management, and insurance/risk guidance. Client relationships typically start above $500k investable assets, and portfolios are primarily ETF-based (custodied via platforms such as Altruist).
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Chad Sheldon Onufrechuk
Chief Compliance Officer, Financial Advisor, Principal
- CRD
- #7254094
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,279,634 | -- |
| Non-Discretionary | $434,639 | -- |
| Total | $30,714,273 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,714,273
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $276,078,810 | 19.7% |
| Public Funds | $390,994,863 | 27.9% |
| Cash | $734,341,608 | 52.4% |
| Total | $1,401,415,281 | 100.0% |