This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$228MItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$228M

Private client RAUM

$227MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$76.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

360

Individual clients

32

High net worth clients

82

SEC number

801-122620

CRD

158470

Filings on the tape

12

First filed

Oct 4, 2021

Latest filed

Aug 3, 2026

Organised

Corporation, WA

Website

cascade-wealth.com

• Occurred

  Oct 4, 2021
  First Form ADV filing

  Cascade Wealth Advisors, Inc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:13da7b40-a401-0be0-c781-666e97cbd88b

First observed

Oct 4, 2021

Last observed

Aug 3, 2026 48 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.