$3.2M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Wave unisonRadial north +more
- Established Date
- 11-09-2021
- Office Locations
- 1
Office Locations
-- SEA Girt NJ
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.
Team overview
66 AVG AGE
$3.2M AVG AUM / ADVISOR
$166.5K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
North Timber pioneer
Client Personas
Insight
Custodian
Radial quantum Capital Peak capital Atlas catalyst Optima meridian Insight Ember pioneer Insight peak Harbor momentum Vertex
Fund Managers
Signal capital
Investment Themes
Atlas vital Delta unison
Investment Vehicles
Beacon oak Delta
Services
Wave Fusion pioneer Quantum prime Horizon oak Vital
Technology
Vital Peak vital Foundation frontier Matrix signal
Owner & Executives
Paul C Impellizeri
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2254850
- Ownership
- 75% or more
(581) 843-3527
oak.horizon@momentumcapital.com
in linkedin.com/in/radial-value
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $3,164,119
Equity - Exchange:
21.4% Public Funds:
31.6% Cash:
36.2% Corporate - Investment Grade:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $785,226,279 | 21.4% |
| Public Funds | $1,159,493,010 | 31.6% |
| Cash | $1,328,279,967 | 36.2% |
| Corporate - Investment Grade | $396,282,420 | 10.8% |
| Total | $3,669,281,676 | 100.0% |