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Cascadia Wealth Management Logo
Cascadia Wealth Management CB Rank
2838216
Heat Score
49
Cascadia Wealth Management is a full service financial firm of independent wealth advisors that provide financial services.
Founded
obfuscation
Private Portland, Oregon, United States11-50 cascadiawm.com/
Financial Services
Risk Management
Wealth Management
Overview

Cascadia Wealth Management
Heat Score
49

Growth Score
pts
in past quarter
Heat Score 49
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Cascadia Wealth Management

CB Rank
2838216
Cascadia Wealth Management is a full service financial firm of independent wealth advisors that provide financial services.
Founded
obfuscation
Private Portland, Oregon, United States11-50 cascadiawm.com/
Financial Services
Risk Management
Wealth Management

Key People

Details

Legal Name Cascadia Wealth Management
Operating Status Active
Company Type For Profit
Founders  Doug Perry
Phone Number 503-620-5236
Contact Email info@cascadiawm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Contacts 15

Employee Profiles

News
Technology
View Tech Report

IT Spend

$415.2KThis year, Cascadia Wealth Management is projected to spend $415.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Meta Platforms, Inc. Logo
Meta Platforms, Inc.
74
Facebook (FB) Logo
Facebook (FB)
73
Scientific American Logo
Scientific American
70

Actively Used Products

10Cascadia Wealth Management uses 10 technology products and services including HTML5, Amazon EC2, and  Amazon Route 53, according to G2 Stack.

Active Website Tech Count

10Cascadia Wealth Management is actively using 10 technologies for its website, according to BuiltWith. These include CommonCrawl Top 5m, Google Cloud, and  OpenResty.
Sub-Organizations
Frequently Asked Questions

Where is Cascadia Wealth Management's headquarters? Cascadia Wealth Management is located in Portland, Oregon, United States.
Who We Are
What We Do
Helpful Links
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