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| Cadence Wealth Management LLC
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|---|---|
| CRD # | 155080 |
| SEC # | 801-78941 |
| CIK # | 0001845250 |
| AUM | $292.2 MM (2024-01-29) |
| Employees | 8 (88% Investors, 50% Brokers) |
| Phone | 508-898-0400 |
| Address | 1800 West Park Drive Westborough, MA 01581 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SLV | 16.0 | ||
| GLD | 13.6 | ||
| CEF | 6.6 | ||
| META | 434,852.0 | 1.0 | |
| AEM | 22,129.1 | 0.8 | |
| PAAS | 4,391.3 | 0.8 | |
| RIO | 102,512.8 | 0.8 | |
| GOLD | 33,007.1 | 0.8 | |
| NEM | 49,968.3 | 0.7 | |
| KGC | 4,950.0 | 0.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 661 | 179.5 |
| (b) Individuals (high net worth individuals) | 66 | 112.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,819 | 292.2 |
| By Discretionary | ||
| Discretionary | 2,442 | 270.4 |
| Non-Discretionary | 377 | 21.8 |
| Total | 2,819 | 292.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.2 | |
| Total | 2,819 | 292.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001845250] |
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|---|---|---|
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