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.

Current firm

CASCADE WEALTH ADVISORS, INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Jan 7, 2022

First registration

Jan 11, 2022

Dual registered

no

IAPD individual key

7463226

• Occurred

  Jun 13, 2024
  Advisor changed firm

  Bradley Troy Vander Velde left Telos Wealth for Cascade Wealth Advisors, Inc (registered 2024-08-06)

  Form ADVobserved 5 days ago
• Occurred

  Apr 16, 2024
  Advisor changed firm

  Bradley Troy Vander Velde left Commonwealth Financial Network for Telos Wealth (registered 2024-03-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:661191a1-6049-d976-cd5e-93d805aae63a

First observed

Jan 11, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed 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.