# Cascade Wealth Management Solutions

Cascade Wealth Management Solutions is a RIA based in N/A, N/A.

## Overview

- **Organization type:** RIA
- **Headquarters:** N/A, N/A
- **Region:** North America
- **Address:** N/A
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 333821
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333821

## About

CASCADE WEALTH MANAGEMENT SOLUTIONS INC. is a state-registered investment adviser. The firm manages approximately $17 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does Cascade Wealth Management Solutions participate in fund commitments or only direct deals?

No public records detail the firm's investment participation model. It is unclear whether it commits to external funds or transacts only directly. The firm's low profile limits such information.

### What investment stages does Cascade Wealth Management Solutions typically target?

No data exists on the firm's stage preferences. It does not publicly describe its investment lifecycle focus. This is common for family offices that do not publish strategy documents.

### Which sectors does Cascade Wealth Management Solutions explicitly avoid?

The firm does not publicly disclose exclusionary screens or sector preferences. No negative investment criteria have been reported. The entity's sector avoidance is not known.

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Last updated: 2026-07-06T01:24:13.754Z

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