CADENCE WEALTH MANAGEMENT LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	4
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2,442	$270.4M
Non-Discretionary	377	$21.8M
Total	2,819	$292.2M

Clients

Type	Number	RAUM
Individuals	661	$179.5M
HNW Individuals	66	$112.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-78941
SEC ERA File Number	801-78941
SEC CIK Numbers	1845250
SEC CRD Numbers	155080
Legal Entity Identifier	None

Principal Office

1800 WEST PARK DRIVE
SUITE 330
WESTBOROUGH
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic