James Andrew Laite
Investment adviser representative at Cadence Wealth Management LLC
16 yearsExperience
1 stateRegistered in
$448MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Wachusett Mountain Ski AreaJan 2023 to now
- Cadence Wealth Management LLCMay 2012 to now
- Cadence Wealth MgmtOct 2010 to now
- Purshe Kaplan Sterling InvestmentsOct 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cadence Wealth Management LLC
$448MAssets managed
696Clients
6Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4656586
- Firm CRD
- 155080