Bradley Troy Vander velde
Investment adviser representative at Cascade Wealth Advisors, Inc
9 yearsExperience
2 statesRegistered in
$228.1MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Cascade Wealth Advisors, IncJul 2024 to now
- Telos Wealth ManagementApr 2024 to Jun 2024
- Commonwealth Financial NetworkDec 2021 to Mar 2024
- Homchick Smith & AssociatesDec 2019 to Oct 2021
- Capincrouse LLPSep 2017 to Dec 2019
- Bdo USA, LLPJan 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, WA).
Cascade Wealth Advisors, Inc
$228.1MAssets managed
115Clients
2Advisers
4 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
- 7463226
- Firm CRD
- 158470