CADENCE WEALTH MANAGEMENT LLC
CRD #155080 SEC #801-78941 WESTBOROUGH, MA (508) 898-0400
SEC Registered
Total AUM
$305.4M
Discretionary
$281.8M
Employees
8
Clients
251
Accounts
3,021
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $305.4M | $281.8M | $23.6M | 8 | 0 |
| Jan 2024 | $292.2M | $270.4M | $21.8M | 8 | 0 |
| Feb 2023 | $262.7M | $242.4M | $20.3M | 8 | 0 |
| Sep 2022 | $252.8M | $231.8M | $21M | 8 | 0 |
| Mar 2022 | $252.8M | $231.8M | $21M | 8 | 0 |
| Dec 2021 | $237.8M | $217.8M | $20M | 8 | 0 |
| Feb 2021 | $237.8M | $217.8M | $20M | 8 | 0 |
| Jul 2020 | $201.3M | $173.7M | $27.6M | 8 | 0 |
| Jun 2020 | $201.3M | $173.7M | $27.6M | 8 | 0 |
| Feb 2020 | $201.3M | $173.7M | $27.6M | 8 | 0 |
| Mar 2019 | $160.8M | $137.4M | $23.4M | 8 | 0 |
| Feb 2018 | $163.6M | $125.4M | $38.2M | 8 | 0 |
| Mar 2017 | $147M | $118M | $29M | 8 | 400 |
| Feb 2016 | $133.6M | $105.4M | $28.2M | 8 | 600 |
| Mar 2015 | $124.5M | $87.7M | $36.8M | 8 | 600 |
| Mar 2014 | $104.1M | $68.2M | $35.9M | 6 | 500 |
| Mar 2014 | $104.1M | $68.2M | $35.9M | 6 | 500 |
| Jan 2014 | $103.6M | $66.3M | $37.3M | 7 | 500 |
| Dec 2013 | $103.6M | $66.3M | $37.3M | 7 | 500 |
| Jun 2012 | $76.5M | $56.6M | $20M | 1 | 400 |
| Apr 2012 | $76.5M | $56.6M | $20M | 1 | 400 |
| Apr 2012 | $76.5M | $56.6M | $20M | 1 | 400 |
| Mar 2012 | $76.5M | $56.6M | $20M | 1 | 400 |
| Jun 2011 | $56.9M | $600K | $56.3M | 5 | -- |
| Apr 2011 | $46.2M | $80K | $46.2M | 10 | -- |
| Feb 2011 | $46.2M | $80K | $46.2M | 10 | -- |
DateFeb 2025
Total AUM$305.4M
Discretionary$281.8M
Non-Disc.$23.6M
Employees8
Clients0
DateJan 2024
Total AUM$292.2M
Discretionary$270.4M
Non-Disc.$21.8M
Employees8
Clients0
DateFeb 2023
Total AUM$262.7M
Discretionary$242.4M
Non-Disc.$20.3M
Employees8
Clients0
DateSep 2022
Total AUM$252.8M
Discretionary$231.8M
Non-Disc.$21M
Employees8
Clients0
DateMar 2022
Total AUM$252.8M
Discretionary$231.8M
Non-Disc.$21M
Employees8
Clients0
DateDec 2021
Total AUM$237.8M
Discretionary$217.8M
Non-Disc.$20M
Employees8
Clients0
DateFeb 2021
Total AUM$237.8M
Discretionary$217.8M
Non-Disc.$20M
Employees8
Clients0
DateJul 2020
Total AUM$201.3M
Discretionary$173.7M
Non-Disc.$27.6M
Employees8
Clients0
DateJun 2020
Total AUM$201.3M
Discretionary$173.7M
Non-Disc.$27.6M
Employees8
Clients0
DateFeb 2020
Total AUM$201.3M
Discretionary$173.7M
Non-Disc.$27.6M
Employees8
Clients0
DateMar 2019
Total AUM$160.8M
Discretionary$137.4M
Non-Disc.$23.4M
Employees8
Clients0
DateFeb 2018
Total AUM$163.6M
Discretionary$125.4M
Non-Disc.$38.2M
Employees8
Clients0
DateMar 2017
Total AUM$147M
Discretionary$118M
Non-Disc.$29M
Employees8
Clients400
DateFeb 2016
Total AUM$133.6M
Discretionary$105.4M
Non-Disc.$28.2M
Employees8
Clients600
DateMar 2015
Total AUM$124.5M
Discretionary$87.7M
Non-Disc.$36.8M
Employees8
Clients600
DateMar 2014
Total AUM$104.1M
Discretionary$68.2M
Non-Disc.$35.9M
Employees6
Clients500
DateMar 2014
Total AUM$104.1M
Discretionary$68.2M
Non-Disc.$35.9M
Employees6
Clients500
DateJan 2014
Total AUM$103.6M
Discretionary$66.3M
Non-Disc.$37.3M
Employees7
Clients500
DateDec 2013
Total AUM$103.6M
Discretionary$66.3M
Non-Disc.$37.3M
Employees7
Clients500
DateJun 2012
Total AUM$76.5M
Discretionary$56.6M
Non-Disc.$20M
Employees1
Clients400
DateApr 2012
Total AUM$76.5M
Discretionary$56.6M
Non-Disc.$20M
Employees1
Clients400
DateApr 2012
Total AUM$76.5M
Discretionary$56.6M
Non-Disc.$20M
Employees1
Clients400
DateMar 2012
Total AUM$76.5M
Discretionary$56.6M
Non-Disc.$20M
Employees1
Clients400
DateJun 2011
Total AUM$56.9M
Discretionary$600K
Non-Disc.$56.3M
Employees5
Clients--
DateApr 2011
Total AUM$46.2M
Discretionary$80K
Non-Disc.$46.2M
Employees10
Clients--
DateFeb 2011
Total AUM$46.2M
Discretionary$80K
Non-Disc.$46.2M
Employees10
Clients--