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| Cadence Wealth Management LLC
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|---|---|
| CRD # | 155080 |
| SEC # | 801-78941 |
| CIK # | 0001845250 |
| AUM | 448.0 M (2026-03-17) |
| Employees | 7 (86% Investors, 43% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-898-0400 |
| Address | 1800 West Park Drive Westborough, MA 01581 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845250 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 21.3 | ||
| SPDR Gold Trust | 16.1 | ||
| Sprott Physical Gold & Silver Trust | 10.2 | ||
| HF Sinclair Corp | 1.6 | ||
| SSR Mining Inc | 1.5 | ||
| Rio Tinto PLC | 1.5 | ||
| Helmerich & Payne Inc | 1.5 | ||
| Newmont Mining Corp /DE/ | 1.4 | ||
| Tenaris Sa | 1.4 | ||
| B2Gold Corp | 1.4 | ||
| Pan American Silver Corp | 1.4 | ||
| Agnico Eagle Mines Ltd | 1.3 | ||
| Barrick Gold Corp | 1.3 | ||
| Mosaic Co | 1.3 | ||
| Kinross Gold Corp | 1.3 | ||
| Nutrien Ltd | 1.3 | ||
| BHP Billiton Ltd | 1.3 | ||
| Facebook Inc | 1.2 | ||
| Sibanye Stillwater Ltd | 1.1 | ||
| Canadian Natural Resources Ltd | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 585 | 242.0 |
| (b) Individuals (high net worth individuals) | 111 | 206.0 |
| (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 | 3,272 | 448.0 |
| By Discretionary | ||
| Discretionary | 2,899 | 419.7 |
| Non-Discretionary | 373 | 28.3 |
| Total | 3,272 | 448.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 448.0 | |
| Total | 3,272 | 448.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845250] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quaker Wealth Management LLC
✚
|
NJ | 449.3 M |
|
Main Line Retirement Advisors LLC
✚
|
MT | 448.6 M |
|
Adkins Seale Capital Management LLC
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LA | 448.2 M |
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ADE LLC
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MD | 447.5 M |
|
Flagship Private Wealth LLC
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MA | 447.2 M |
|
Stephenson and Company Inc
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CA | 447.0 M |
|
Leslie Global Wealth LLC
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|
IL | 446.8 M |
|
United Advisors America Corporation
✚
|
TX | 446.5 M |
|
Wealth Navigation LLC
✚
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UT | 446.3 M |
|
L K Benson & Company PC
✚
|
MD | 446.2 M |