Cadence Wealth Management LLC

Overview

Cadence Wealth Management LLC is an SEC registered investment adviser based in Westborough, MA, registered since 2014. It reports $448M in assets under management across 3,272 accounts, with 7 employees. It has 6 investment adviser representatives.

Reported AUM

$448M

Discretionary

94%

Accounts

3,272

Average account

$137K

Employees

7

Advisory reps

6

Registered since

2014

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Casey Daniel Clarke Managing Member CRD 2911372
• Thomas Garth Shiffer Managing Member, Chief Compliance Officer CRD 4471246

Advisory reps 3 of 6

• Casey Daniel Clarke Investment Adviser Rep CRD 2911372
• Steven J Deboth Insurance Agent · Investment Adviser Rep CRD 4459388
• Michael George Downey Registered Rep · Investment Adviser Rep CRD 5251765

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1800 W Park Dr Ste 330
Westborough, MA 01581

County

Worcester

Metro area

Worcester, MA-CT

Region

Northeast

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: cadencewm.com

Every state, with registration dates

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