Cascadia Wealth Management has been assisting individuals and businesses since 1999. We currently have 30 Financial Advisors with an average 15 years of experience. Many hold various professional designations and qualified representatives are licensed to sell a variety of investment and insurance products. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company that has a corporate agenda that is focused on stock profitability for its shareholders. Investment advisory services offered through Cascadia Advisory Services, an SEC Registered Investment Advisor and/or Cetera Advisors LLC, member FINRA/SIPC. Brokerage services offered through Cetera Advisors LLC, member FINRA/SIPC. Cascadia Advisory Services and Cascadia Wealth Management are independent companies, separate from Cetera Advisors LLC.
View Top Employees from Cascadia Wealth ManagementWebsite | http://www.cascadiawm.com |
Revenue | $5 million |
Employees | 13 (13 on RocketReach) |
Founded | 1998 |
Address | 8050 SW Pfaffle Street # 100, Portland, Oregon 97223, US |
Phone | (503) 620-5236 |
Fax | (503) 620-5273 |
Technologies |
JavaScript,
HTML,
PHP
+32 more
(view full list)
|
Industry | Financial Services, Finance General, Wealth Management, Finance, Retirement Planning, Financial Planning, Estate Planning |
Web Rank | 33 Million |
Keywords | Cascadia Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular Cascadia Wealth Management employee's phone or email?
The Cascadia Wealth Management annual revenue was $5 million in 2024.
13 people are employed at Cascadia Wealth Management.
Cascadia Wealth Management is based in Portland, Oregon.
The NAICS codes for Cascadia Wealth Management are [52, 523, 5239, 52393].
The SIC codes for Cascadia Wealth Management are [62, 628].