Top financial advisors in Wenatchee, WA
We’ve curated a list of the best financial advisors in Wenatchee, take a look at it below
Find an advisor in Wenatchee| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $109,643,394 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Wenatchee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wenatchee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Cascade Wealth Advisors, Inc
Cascade Wealth Advisors, Inc is a financial advisory firm based in Wenatchee, Washington. It currently has approximately $109,643,394 of assets under management and employs about 2 people. Cascade Wealth Advisors, Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$109,643,394
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-122620
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Your first meeting is free.