Investment adviser · CRD 335100
CACICA WEALTH MANAGEMENT
Investment adviser filing (IA)
CACICA WEALTH MANAGEMENT, LLC
NEW YORK, NY, United States · Form ADV filed Jun 24, 2025
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | $0 | Not reported |
| High-net-worth individuals | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1999820 · Jun 24, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 24, 2025. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
100 CHURCH STREET, 8TH FLOORNEW YORK, NY, 10007, United States
CRD 335100
Filing source
Form ADV 1999820 · Jun 24, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.