Cade Wealth Management LLC

Cade Wealth Management is a registered investment advisor founded in 2022 and based in Birmingham, Alabama. The firm provides discretionary investment management services tailored to individual goals, time horizons, and risk tolerance. In addition to personal wealth management, Cade Wealth Management offers advisory services to employer-sponsored retirement plans, including 401(k) and pension plans, acting as either a 3(21) or 3(38) advisor under federal retirement plan rules. The firm's founder, Frank Cade, is also a Certified Public Accountant, creating a potential conflict of interest through separate tax and accounting services offered outside the advisory firm. Cade Wealth Management relies on fundamental analysis and modern portfolio theory to build diversified investment portfolios, custodying client assets with Charles Schwab.