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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Wave unisonRadial north
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: $3,164,119
| 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% |