Cascade Wealth Advisors, Inc.
Cascade Wealth Advisors, Inc. is a SEC-registered investment adviser headquartered in Wenatchee, Washington. Founded in 2011, the firm manages over $160 million in assets as of 2025 and employs 3 professionals. Cascade Wealth serves primarily high net worth individuals, as well as individual investors and a small number of institutional clients, providing investment management and advisory services tailored to client objectives and risk profiles.
Investment Strategy
Cascade Wealth Advisors provides discretionary investment management, focusing primarily on customized portfolios of publicly traded securities, mutual funds, and ETFs for high net worth and individual clients. The firm emphasizes diversification, asset allocation tailored to client-specific risk tolerance, and fundamental research-driven security selection. Cascade Wealth's approach integrates ongoing portfolio monitoring and rebalancing, aligned with long-term financial goals and changes in the market environment.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYI | NEOS ETF TRUST | 10.66% | $18.9M | 367,420 | $49.57 | $50.32 | +$6.5M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 8.04% | $14.2M | 253,728 | $57.08 | $56.85 | +$2.2M |
Q QQQI | NEOS ETF TRUST | 6.93% | $12.3M | 229,341 | $51.42 | $52.01 | +$10.9M |
V VIG | VANGUARD SPECIALIZED FUNDS | 6.42% | $11.4M | 54,864 | $185.43 | $204.67 | +$2.8M |
V VGSH | VANGUARD SCOTTSDALE FDS | 6.16% | $10.9M | 185,835 | $58.02 | $58.78 | -$1.8M |