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| Cascade Wealth Advisors Inc
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| |
|---|---|
| CRD # | 158470 |
| SEC # | 801-122620 |
| CIK # | 0002018936 |
| AUM | $143.4 MM (2024-08-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 509-886-8866 |
| Address | 135 S Worthen St Wenatchee, WA 98801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BXSL | 4,025.1 | 4.0 | |
| MSFT | 1,918,222.4 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 13.0 |
| (b) Individuals (high net worth individuals) | 59 | 126.1 |
| (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 | 1 | 3.3 |
| (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 | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 238 | 143.4 |
| By Discretionary | ||
| Discretionary | 237 | 140.1 |
| Non-Discretionary | 1 | 3.3 |
| Total | 238 | 143.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.4 | |
| Total | 238 | 143.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002018936] |
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