CADENCE WEALTH MANAGEMENT LLC

CRD 155080File 801-78941

APPROVED

Retail clients

Filing as of Mar 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$448.0M

Above cohort median (national)

Discretionary AUM

$419.7M

Non-discretionary $28.3M

Clients

696

3,272 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jan 2, 2014
Principal office: 1800 WEST PARK DRIVE, SUITE 330, WESTBOROUGH, MA, 01581
Phone: (508) 898-0400
Website: HTTPS://WWW.FACEBOOK.COM/CADENCE.WEALTH.MANAGEMENT/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $448.0M
Discretionary AUM: $419.7M
Non-discretionary AUM: $28.3M
Discretionary accounts: 2,899
Non-discretionary accounts: 373
Total accounts: 3,272
AUM per client: $644K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	111	$206.0M
Individuals (other than high net worth individuals)	585	$242.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.