$16.6M Total AUM
$16.6M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-11-2025
- Office Locations
- 1
Office Locations
-- Pittsfield MA
About Cascade Wealth Management Solutions Inc.
Cascade Wealth Management Solutions Inc. is a Pittsfield-based RIA. The firm has been operating for 1 years. Managing $16.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$16.6M AVG AUM / ADVISOR
$217.8K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Glacier signal Vector
Client Personas
North meridian
Investment Themes
Horizon crest Catalyst horizon
Investment Vehicles
Foundation
Services
Matrix Value crest Peak harbor Catalyst Vital
Owner & Executives
M
MELISSA DAWN MASON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6441011
- Ownership
- 75% or more
(958) 935-5546
atlas.ridge@insightcapital.com
in linkedin.com/in/delta-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,556,566 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,556,566 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,556,566
Equity - Exchange:
13.5% Public Funds:
49.6% Cash:
36.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $304,044,150 | 13.5% |
| Public Funds | $1,117,080,729 | 49.6% |
| Cash | $831,054,011 | 36.9% |
| Total | $2,252,178,890 | 100.0% |