What departments does Cascadia Wealth Management have?

Cascadia Wealth Management has employees across 1 departments including Banking.

What is the largest department at Cascadia Wealth Management?

The largest department at Cascadia Wealth Management is Banking with 1 employees.

Where are Cascadia Wealth Management employees located globally?

Cascadia Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Cascadia Wealth Management's team size changed over time?

Cascadia Wealth Management's team has decreased from approximately 12 to 11 employees based on available data.

Learn more at LeadIQ.com

Cascadia Wealth Management Employee Directory

Financial ServicesOregon, United States2-10 Employees

Cascadia Wealth Management operates in the financial services sector, offering investment and advisory services to individuals and businesses. The firm emphasizes independence, with its advisory work conducted through Cascadia Advisory Services, an SEC Registered Investment Advisor, and brokerage services provided by Cetera Advisors LLC; the entities are described as independent from Cetera. This structure supports a client-focused approach, where qualified representatives can access a range of investment and insurance products without a parent company’s stock-driven mandate. Based in Portland, Oregon, Cascadia Wealth Management serves clients from its local offices and leverages a team of financial professionals who bring substantial experience to their advisory practice.

Cascadia Wealth Management Global Highlights

North America
29

United States Of America
29

Cascadia Wealth Management's Leadership

S. M.
Unfranchise Owner
Mobile Phone
Email
D. O.
Wealth Manager
Mobile Phone
Email
M. M.
Financial Planner
Mobile Phone
Email

Cascadia Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Business
Accounting
Administrative
Other

Contact profiles from Cascadia Wealth Management

Name

Title

Contact

Location

Last Update

S. M.
Unfranchise Owner
Mobile Phone
Email
Jul 04, 2025
D. O.
Wealth Manager
Mobile Phone
Email
Jun 08, 2026
M. M.
Financial Planner
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Cascadia Wealth Management known for?

Cascadia Wealth Management was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-503-434-****

. Explore Cascadia Wealth Management's company overview page for more information.

What is Cascadia Wealth Management's most common email format?

Cascadia Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cascadia Wealth Management email formats with LeadIQ.

How many employees does Cascadia Wealth Management have currently?

Cascadia Wealth Management has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cascadia Wealth Management's key employees and leadership?

As of July 2026, Cascadia Wealth Management's key employees include:

Unfranchise Owner: S. M.
Wealth Manager: D. O.
Financial Planner: M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Cascadia Wealth Management Employee Directory

Find Cascadia Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead