Insights

Independent Expertise Cascadia Wealth Management operates as a fully independent firm, indicating a strong commitment to client-centric advice and potentially higher client retention, presenting opportunities for premium or personalized financial products and services.

Experienced Advisors With 30 financial advisors averaging 15 years of experience and holding various professional designations, there is potential to offer advanced financial planning solutions, professional development tools, or advisory technology to enhance service delivery.

Moderate Revenue Scale Generating between 10 to 25 million dollars in revenue with a small team, Cascadia presents opportunities for scalable technology, operational efficiencies, and targeted marketing efforts to expand their client base or service offerings.

Tech Infrastructure Utilizing cloud services like Amazon Web Services and modern development frameworks, there’s potential to introduce innovative fintech solutions, data analytics tools, or cybersecurity enhancements to strengthen their digital engagement.

Market Positioning As a smaller firm competing with large industry players, Cascadia might benefit from strategic partnerships, specialized investment products, or branding initiatives to differentiate and grow their market share.

Cascadia Wealth Management Tech Stack

Cascadia Wealth Management uses 7 technology products and services including Font Awesome, Modernizr, jQuery, and more. Explore Cascadia Wealth Management's tech stack below.

Font Awesome

Font Scripts

Modernizr

Javascript Libraries

jQuery

Javascript Libraries

Google Tag Manager

Tag Management

Bootstrap

UI Frameworks

Google Analytics

Web Analytics

AddThis

Widgets

Cascadia Wealth Management Email Formats	Example	Percentage
First@cascadiawm.com	John@cascadiawm.com	95%
FLast@cascadiawm.com	JDoe@cascadiawm.com	5%

Cascadia Wealth Management Email Formats

Example

Percentage

First@cascadiawm.com

John@cascadiawm.com

95%

FLast@cascadiawm.com

JDoe@cascadiawm.com

Frequently Asked Questions

Where is Cascadia Wealth Management's headquarters located?

Cascadia Wealth Management's main headquarters is located at 8050 Southwest Pfaffle Street #100 Portland, Oregon 97223 United States. The company has employees across 1 continents, including North America.

What is Cascadia Wealth Management's phone number?

You can contact Cascadia Wealth Management's main corporate office by phone at

+1-503-434-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cascadia Wealth Management's official website and social media links?

Cascadia Wealth Management's official website is cascadiawm.com and has social profiles on LinkedIn.

What is Cascadia Wealth Management's NAICS code?

Cascadia Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Cascadia Wealth Management have currently?

As of May 2026, Cascadia Wealth Management has approximately 8 employees across 1 continents, including North America. Key team members include Unfranchise Owner: S. M.Partner Portfolio Manager: T. B.Manager: A. O.. Explore Cascadia Wealth Management's employee directory with LeadIQ.

What industry does Cascadia Wealth Management belong to?

Cascadia Wealth Management operates in the Financial Services industry.

What technology does Cascadia Wealth Management use?

Cascadia Wealth Management's tech stack includes Font AwesomeModernizrjQueryGoogle Tag ManagerBootstrapGoogle AnalyticsAddThis.

What is Cascadia Wealth Management's email format?

Cascadia Wealth Management's email format typically follows the pattern of First@cascadiawm.com. Find more Cascadia Wealth Management email formats with LeadIQ.

When was Cascadia Wealth Management founded?

Cascadia Wealth Management was founded in 1998.

Cascadia Wealth Management

Q: How many employees does Cascadia Wealth Management have currently?

Cascadia Wealth Management has approximately 8 employees.

Q: What technology does Cascadia Wealth Management use?

Cascadia Wealth Management's tech stack includes Google Tag Manager, Bootstrap, Modernizr, Google Analytics, AddThis.

Q: What is Cascadia Wealth Management's NAICS code?

Cascadia Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesOregon, United States2-10 Employees

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.

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