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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-09-2021
- Office Locations
- 1
Office Locations
About Cascio Wealth Management
Cascio Wealth Management is an independent, fiduciary RIA providing tailored financial planning and wealth management for individuals, families, and business owners. Portfolios emphasize risk-aligned allocations, including fixed-income solutions aimed at income and capital preservation, and ETF-based implementation. The firm custodies with Interactive Brokers and serves both retail and institutional relationships.
Reported data analysis
What the numbers show
Of the latest reported AUM, 84.1% is discretionary and 15.9% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $166.5K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on January 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Paul C Impellizeri
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2254850
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,661,582 | -- |
| Non-Discretionary | $502,537 | -- |
| Total | $3,164,119 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cascio Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.