Cadence Wealth Management, LLC

Massachusetts
Registered In
08/31/2010
Incorp. Date

Company Summary

Cadence Wealth Management, LLC at 1800 W Park Dr STE 330, Westborough, Ma 01581 lists Casey D. Clarke and Thomas G. Shiffer of Westborough, MA.

Overview

Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
Active
Registration Type
Domestic
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People

Casey D. Clarke Registered Agent
1800 W PARK DR STE 330, WESTBOROUGH, MA 01581
Casey D. Clarke Manager
1800 W PARK DR STE 330, WESTBOROUGH, MA 01581
Thomas G. Shiffer Manager
1800 W PARK DR STE 330, WESTBOROUGH, MA 01581
Thomas G. Shiffer REAL PROPERTY
1800 W PARK DR STE 330, WESTBOROUGH, MA 01581
Casey D. Clarke REAL PROPERTY
1800 W PARK DR STE 330, WESTBOROUGH, MA 01581

Map & Locations

1800 W PARK DR STE 330, WESTBOROUGH, MA 01581 View Map

Financials

Financial Information for Cadence Wealth Management, LLC

Form 5500

CADENCE WEALTH MANAGEMENT, LLC

1800 W Park Dr Suite 330, Westborough, Ma 01581 (508) 898-0400 EIN:27-3251882 Plan Admin:Thomas G Shiffer
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCADENCE WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,790,374 / $2,152,377 2023 CADENCE WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 8 / 8 $1,790,374 / $2,152,377
2022 Plan NameCADENCE WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,706,340 / $1,790,374 2022 CADENCE WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 8 / 8 $1,706,340 / $1,790,374
2021 Plan NameCADENCE WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,417,736 / $1,706,340 2021 CADENCE WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 8 / 8 $1,417,736 / $1,706,340
2020 Plan NameCADENCE WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,087,768 / $1,417,736 2020 CADENCE WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 8 / 8 $1,087,768 / $1,417,736
2019 Plan NameCADENCE WEALTH MANAGEMENT, LLC RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$757,777 / $1,087,768 2019 CADENCE WEALTH MANAGEMENT, LLC RETIREMENT TRUST - Plan #001 8 / 8 $757,777 / $1,087,768
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CADENCE WEALTH MANAGEMENT, LLC

1800 W Park Dr 330, Westborough, Ma 01581 Ethnicity:Hispanic or Latino Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$274,000 Forgiven$0 LenderCitizens Bank, National Association Jobs8 04/15/2020 $274,000 $0 Citizens Bank, National Association 8
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Person/City Match:Thomas G Shiffer - Westborough, MA
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Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor • U.S. Small Business Administration
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