Cascade Financial Partners, LLC

CRD 326620 · San Diego, CA · $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 326620
SEC number: 801-128042
Firm type: RIA
Assets under management: $1.4B as of Mar 27, 2026
Website: www.cascadefinancialpartners.com ↗
Phone: 858-379-6701
Address: 3579 Valley Centre Drive, San Diego, CA, 92130

Advisors at this firm

7 in our index · page 1 of 1

Natalie Elizabeth DewindtCRD 6465719 · San Diego, CA

IA Registered
Lauren Trott GabeleCRD 7697902 · San Diego, CA

IA Registered
Darien Lee HortonCRD 6689178 · San Diego, CA

IA Registered
Brian Peter KrauseCRD 4469710 · San Diego, CA

IA Registered
Caroline Claire MasonCRD 7678307 · San Diego, CA

IA Registered
Jeffrey Scott MccullochCRD 4232179 · San Diego, CA

IA Registered
Simon PernaCRD 8267164 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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