Insights

Strong Client Focus Cascadia Wealth Management is an independent firm with a client-centric approach, positioning it as a trusted advisor for high-net-worth individuals and business clients seeking personalized financial services.

Experienced Advisory Team With 30 financial advisors averaging 15 years of experience and holding various professional designations, the company presents a profile of seasoned professionals, which can be leveraged to offer advanced financial products and training opportunities.

Mid-Market Revenue Generating between 10 million and 25 million dollars in revenue, Cascadia operates in the mid-market space, making it a potential partner for scalable financial technology solutions, investment platforms, or compliance services.

Technology Adoption Utilizing technologies like AWS, jQuery, and modern web tools, Cascadia demonstrates digital maturity, indicating opportunities for enhanced cybersecurity solutions, data analytics services, or client engagement platforms.

Complementary Growth As part of a competitive landscape populated by large firms with thousands of employees and billions in revenue, Cascadia's boutique, independent model presents opportunities for strategic alliances, niche product offerings, or customization services in wealth management.

Cascadia Wealth Management Tech Stack

Cascadia Wealth Management uses 8 technology products and services including Amazon Web Services, Font Awesome, Modernizr, and more. Explore Cascadia Wealth Management's tech stack below.

Amazon Web Services

Cloud Hosting

Font Awesome

Font Scripts

Modernizr

Javascript Libraries

jQuery

Javascript Libraries

Node.js

Programming Languages

Google Tag Manager

Tag Management

Bootstrap

UI Frameworks

AddThis

Widgets

Cascadia Wealth Management Email Formats	Example	Percentage
First@cascadiawm.com	John@cascadiawm.com	47%
FLast@cascadiawm.com	JDoe@cascadiawm.com	3%
First@cascadiawm.com	John@cascadiawm.com	47%
FLast@cascadiawm.com	JDoe@cascadiawm.com	3%

Cascadia Wealth Management Email Formats

Example

Percentage

First@cascadiawm.com

John@cascadiawm.com

47%

FLast@cascadiawm.com

JDoe@cascadiawm.com

First@cascadiawm.com

John@cascadiawm.com

47%

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. 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 SIC code NAICS code?

Cascadia Wealth Management's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Cascadia Wealth Management have currently?

As of December 2025, Cascadia Wealth Management has approximately 11 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 Amazon Web ServicesFont AwesomeModernizrjQueryNode.jsGoogle Tag ManagerBootstrapAddThis.

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 11 employees.

Q: What technology does Cascadia Wealth Management use?

Cascadia Wealth Management's tech stack includes Google Tag Manager, Google Analytics, Express, Font Awesome, Bootstrap.

Financial ServicesOregon, United States11-50 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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