Cade Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,129,803
Clients
10
Advisors
1
of 1 employees
About
Cade Wealth Management serves individuals, trusts, estates, charitable organizations, corporations and business entities, and qualified retirement plans. The firm provides discretionary asset management for individual accounts and offers ERISA plan services, including investment selection, monitoring, participant education, and the option to act as a 3(21) or 3(38) fiduciary for retirement plans.
Investment programs are developed from documented client goals, time horizons and risk tolerance, with the adviser employing fundamental analysis and modern portfolio theory and implementing strategies under discretionary authority, including limited use of options and exchange-traded funds. Accounts are reviewed at least quarterly, clients receive custodian statements and transaction confirmations, and clients may impose written investment restrictions; the firm does not routinely vote proxies for managed securities.
The firm is affiliated with an accounting practice whose principal is a licensed CPA who spends approximately 80% of his time in that accounting business and may offer accounting and tax services to clients for separate compensation, a relationship the adviser discloses and manages as a potential conflict of interest. Uncommon for a solo independent adviser of its size, the firm accepts corporate and pension/profit-sharing plan clients and provides pension consulting and plan-level fiduciary services, while operating with a small client base and a concentrated asset pool.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually Over $10,000,000+: 0.50% annually
Main office
Birmingham AL
Advisors at this office
1
Most active in
Alabama
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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