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Cascade Wealth Advisors, LLCFinancial advisor in Grand Rapids, MI

Cascade Wealth Advisors, LLC is a financial advisor at 6701 Old 28th St SE Ste A, Grand Rapids, MI 49546, ranked #17 of 30 wealth managers in Grand Rapids and rated 5.0 from 4 Google reviews. Open Monday to Thursday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Grand Rapids, MIUpdated 0 paid placements in any rankingHow we rank

Call (616) 682-5103Website ↗

Key facts

Key facts about Cascade Wealth Advisors, LLC
Address6701 Old 28th St SE Ste A, Grand Rapids, MI 49546Get directions
Phone(616) 682-5103
Websitecascade-wealthadvisors.com
HoursMonday: 10 AM – 2 PM; Tuesday to Thursday: 10 AM – 4 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Grand Rapids and 11 towns within 25 miles: Forest Hills, East Grand Rapids, Kentwood, Cutlerville, Wyoming, Northview, Comstock Park, Grandville, Jenison, Walker and Ionia.

Based in Grand Rapids, MIView on map

Opening hours

Opening hours for Cascade Wealth Advisors, LLC
DayHours
Monday10 AM – 2 PM
Tuesday10 AM – 4 PM
Wednesday10 AM – 4 PM
Thursday10 AM – 4 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Cascade Wealth Advisors, LLC

How is Cascade Wealth Advisors, LLC ranked in Grand Rapids?

Cascade Wealth Advisors, LLC is ranked #17 of 30 wealth managers in Grand Rapids by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Cascade Wealth Advisors, LLC’s hours?

Cascade Wealth Advisors, LLC is open Monday to Thursday. Its listed hours are Monday, 10 AM – 2 PM; Tuesday to Thursday, 10 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Cascade Wealth Advisors, LLC serve?

Serves Grand Rapids and 11 towns within 25 miles: Forest Hills, East Grand Rapids, Kentwood, Cutlerville, Wyoming, Northview, Comstock Park, Grandville, Jenison, Walker and Ionia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Cascade Wealth Advisors, LLC?

Cascade Wealth Advisors, LLC has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Cascade Wealth Advisors, LLC?

Call Cascade Wealth Advisors, LLC on (616) 682-5103. The business is at 6701 Old 28th St SE Ste A, Grand Rapids, MI 49546. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Cascade Wealth Advisors, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Cascade Wealth Advisors, LLC (this business)—635.0 (4)NoNo
Kapteyn Wealth Partners#15635.0 (4)NoNo8.0 mi
IM Wealth#16635.0 (4)NoNo3.0 mi
Schaner Health & Wealth#18635.0 (7)NoNo18.8 mi

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