CASCADE WEALTH ADVISORS, INC
CRD #158470 SEC #801-122620 WENATCHEE, WA 509-886-8866
SEC Registered
Total AUM
$162.5M
Discretionary
$162.5M
Employees
3
Clients
51
Accounts
269
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $162.5M | $162.5M | $0 | 3 | 0 |
| Jan 2025 | $162.5M | $162.5M | $0 | 2 | 0 |
| Aug 2024 | $143.4M | $140.1M | $3.3M | 2 | 0 |
| Aug 2024 | $143.4M | $140.1M | $3.3M | 3 | 0 |
| May 2024 | $143.4M | $140.1M | $3.3M | 2 | 0 |
| Mar 2024 | $143.4M | $140.1M | $3.3M | 2 | 0 |
| Feb 2023 | $112.5M | $109.6M | $2.9M | 2 | 0 |
| Mar 2022 | $120.8M | $118.5M | $2.3M | 2 | 75 |
| Oct 2021 | $106.6M | $104.4M | $2.1M | 2 | 73 |
| Oct 2021 | $106.6M | $104.4M | $2.1M | 2 | 73 |
DateJul 2025
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$143.4M
Discretionary$140.1M
Non-Disc.$3.3M
Employees2
Clients0
DateAug 2024
Total AUM$143.4M
Discretionary$140.1M
Non-Disc.$3.3M
Employees3
Clients0
DateMay 2024
Total AUM$143.4M
Discretionary$140.1M
Non-Disc.$3.3M
Employees2
Clients0
DateMar 2024
Total AUM$143.4M
Discretionary$140.1M
Non-Disc.$3.3M
Employees2
Clients0
DateFeb 2023
Total AUM$112.5M
Discretionary$109.6M
Non-Disc.$2.9M
Employees2
Clients0
DateMar 2022
Total AUM$120.8M
Discretionary$118.5M
Non-Disc.$2.3M
Employees2
Clients75
DateOct 2021
Total AUM$106.6M
Discretionary$104.4M
Non-Disc.$2.1M
Employees2
Clients73
DateOct 2021
Total AUM$106.6M
Discretionary$104.4M
Non-Disc.$2.1M
Employees2
Clients73