Bradley Vander Velde
Cascade Wealth Advisors · Wenatchee, Washington
Bradley Vander Velde is a fee-only financial advisor at Cascade Wealth Advisors in Wenatchee, Washington. Cascade Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cascade Wealth Advisors |
|---|---|
| Based in | Wenatchee, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $228.1M across 360 accounts |
| SEC registration | Investment adviser representative in LA, WA · CRD 7463226 |
| Exams passed | Series 66 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cascade-wealth.com |
How Bradley's firm compares
- Cascade Wealth Advisors's average account is about $633,000, from its Form ADV (assets managed divided by 360 accounts).
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Questions about Bradley
Is Bradley Vander Velde a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Cascade Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Cascade Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Vander Velde based?
Bradley Vander Velde is based in Wenatchee, Washington.
Is Bradley Vander Velde registered with the SEC?
Yes. Bradley Vander Velde is registered as an investment adviser representative in LA and WA (CRD 7463226), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cascade Wealth Advisors manage?
Cascade Wealth Advisors reports $228.1M across 360 accounts in assets under management.
How do I contact Bradley Vander Velde?
Through Bradley's website, www.cascade-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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