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CASCADE FINANCIAL PARTNERS, LLC
CRD 326620File 801-128042
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.38B
Above cohort median (national)
Discretionary AUM
$1.35B
Non-discretionary $30.5M
Clients
283
1,093 accounts
Employees
9
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 26, 2023
- Principal office
- 3579 VALLEY CENTRE DRIVE, SUITE 125, SAN DIEGO, CA, 92130
- Phone
- 858-379-6701
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.38B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $30.5M
- Discretionary accounts
- 1,084
- Non-discretionary accounts
- 9
- Total accounts
- 1,093
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 201 | $1.34B |
| Individuals (other than high net worth individuals) | 82 | $44.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- Yes
- 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 11This 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.