# Cascio Wealth Management

Cascio Wealth Management is an Asset Manager based in Milwaukee, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Milwaukee, United States
- **Region:** North America
- **Address:** Milwaukee, Wisconsin, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 317292
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317292

## About

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.

## 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.

## Related profiles

- [Cascara Financial Planning](https://altss.com/profile/cascara-financial-planning-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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