Investment adviser · CRD 326620
CASCADE FINANCIAL PARTNERS, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $1.38B Form ADV · Item 5.F
- Client accounts
- 1,093 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
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 |
|---|---|---|---|
| High-net-worth individuals | 201 | $1,336,559,142 | 96.8% |
| Individuals | 82 | $44,675,168 | 3.2% |
Filing source
Form ADV 2048812 · Mar 27, 2026 · 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: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
3579 VALLEY CENTRE DRIVE, SUITE 125SAN DIEGO, CA, 92130, United States
CRD 326620
Filing source
Form ADV 2048812 · Mar 27, 2026 · 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.