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| Happy Holidays!! thanks for using AUM13F!! |
| Cadence Wealth Management LLC
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| CRD # | 155080 |
| SEC # | 801-78941 |
| CIK # | 0001845250 |
| AUM | $305.4 M (2025-02-03) |
| Employees | 8 (88% Investors, 50% Brokers) |
| Phone | 508-898-0400 |
| Address | 1800 West Park Drive Westborough, MA 01581 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845250 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 23.8 | ||
| SPDR Gold Trust | 11.2 | ||
| Sprott Physical Gold & Silver Trust | 8.1 | ||
| Facebook Inc | 1.5 | ||
| Pan American Silver Corp | 1.2 | ||
| B2Gold Corp | 1.1 | ||
| Barrick Gold Corp | 1.1 | ||
| Newmont Mining Corp /DE/ | 1.1 | ||
| Agnico Eagle Mines Ltd | 1.0 | ||
| Mosaic Co | 0.9 | ||
| Rio Tinto PLC | 0.8 | ||
| Sibanye Stillwater Ltd | 0.8 | ||
| Nutrien Ltd | 0.8 | ||
| Tenaris Sa | 0.8 | ||
| HF Sinclair Corp | 0.8 | ||
| BHP Billiton Ltd | 0.7 | ||
| Kinross Gold Corp | 0.7 | ||
| Nvidia Corp | 0.7 | ||
| SSR Mining Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 591 | 144.2 |
| (b) Individuals (high net worth individuals) | 91 | 161.2 |
| (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 | 3,021 | 305.4 |
| By Discretionary | ||
| Discretionary | 2,643 | 281.8 |
| Non-Discretionary | 378 | 23.6 |
| Total | 3,021 | 305.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.4 | |
| Total | 3,021 | 305.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845250] |
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|---|---|---|
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0.3 | |
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MZ KARK & Associates Inc
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HMV Wealth Advisors LLC
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LA | 0.3 |
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HW Capital LLC
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CA | 0.3 |
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Validus Growth Investors LLC
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CA | 0.3 |
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Lifespan Financial Strategies Inc
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FL | 0.3 |
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Veridan Wealth LLC
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OR | 0.3 |