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Cascio Wealth Management
CASCIO WEALTH MANAGEMENT is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1...
Cascio Wealth Management
CASCIO WEALTH MANAGEMENT is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It manages $3 million on a discretionary basis.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Milwaukee
Corporate office
Milwaukee, Wisconsin, United States
Frequently asked questions
Is Cascio Wealth Management affiliated with a broker-dealer or insurance company?
No. The firm operates as an independent registered investment advisor (RIA). This structure places it under a fiduciary standard — legally obligated to put client interests ahead of its own, unlike broker-dealers who operate under a suitability standard. Independence also means the firm selects third-party products without pressure from an affiliated distributor.
What succession plan exists for the firm?
No public succession plan or junior-advisor track has been disclosed. The firm's single-founder governance creates concentrated key-person risk. Solo RIAs of this size often address succession through a phased sale to another local advisor or an internal transition to a family member, but Cascio has not announced either arrangement.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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