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| Keyboard |
| Cascade Financial Strategies LLC
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|---|---|
| CRD # | 166610 |
| SEC # | 801-132417 |
| CIK # | |
| AUM | 150.9 M (2026-03-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 541-678-5475 |
| Address | 243 Scalehouse Loop Bend, OR 97702 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 267 | 69.3 |
| (b) Individuals (high net worth individuals) | 40 | 80.0 |
| (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 | 2 | 1.6 |
| (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 | 605 | 150.9 |
| By Discretionary | ||
| Discretionary | 598 | 150.3 |
| Non-Discretionary | 7 | 0.6 |
| Total | 605 | 150.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.9 | |
| Total | 605 | 150.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 12 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
LCR Wealth Management LLC
✚
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CT | 151.8 M |
|
Twin City Private Wealth LLC
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|
Thrasher & Chambers Wealth Management LLC
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AR | 151.0 M |
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Zenith Solutions Inc
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Poulos Advisors Inc
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VT | 150.4 M |
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Optima Capital Management LLC
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|
Atlantis Wealth Advisors LLC
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OH | 150.2 M |
|
MZ Capital Management LLC
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150.1 M | |
|
Clearbrook Investment Solutions LLC
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|
NY | 149.9 M |
|
Legacy Capital Management Limited Liability Company
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|
CA | 149.8 M |