CADENCE WEALTH MANAGEMENT LLC

CRD #155080 SEC #801-78941 WESTBOROUGH, MA (508) 898-0400

SEC Registered

Total AUM

$305.4M

Discretionary

$281.8M

Employees

Clients

251

Accounts

3,021

Firm Details

Organization Type: Limited Liability Company
State of Formation: Massachusetts
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 3, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
RITCH, CHRISTINE, PASTELIS	I	CHIEF COMPLIANCE OFFICER	E	Control
RITCH, CHRISTINE, PASTELIS	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
CLARKE, CASEY, DANIEL	I	MANAGING MEMBER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
SHIFFER, THOMAS, GARTH	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control

Registrations

Federal

Feb 3, 2025 REGISTERED

Notice Filings (11)

CA CT FL MA NC NH NY PA RI TN TX

Address

1800 WEST PARK DRIVE
SUITE 330
WESTBOROUGH, MA 01581
United States

Phone: (508) 898-0400