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Cashmere Valley Wealth ManagementFinancial advisor in Wenatchee, WA

Cashmere Valley Wealth Management is a financial advisor at 124 Penny Rd #102, Wenatchee, WA 98801, ranked #16 of 19 financial advisors in Wenatchee and rated 2.0 from 3 Google reviews. Open Monday to Friday.

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.

Wenatchee, WAUpdated 0 paid placements in any rankingHow we rank

Call (509) 664-7168Website ↗

Key facts

Key facts about Cashmere Valley Wealth Management
Address124 Penny Rd #102, Wenatchee, WA 98801Get directions
Phone(509) 664-7168
Websitecashmerevalleywm.com
HoursMonday to Thursday: 9 AM – 4:30 PM; Friday: 9 AM – 2 PM
Google rating2.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Wenatchee and 1 town within 25 miles: East Wenatchee.

Based in Wenatchee, WAView on map

Opening hours

Opening hours for Cashmere Valley Wealth Management
DayHours
Monday9 AM – 4:30 PM
Tuesday9 AM – 4:30 PM
Wednesday9 AM – 4:30 PM
Thursday9 AM – 4:30 PM
Friday9 AM – 2 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Cashmere Valley Wealth Management

How is Cashmere Valley Wealth Management ranked in Wenatchee?

Cashmere Valley Wealth Management is ranked #16 of 19 financial advisors in Wenatchee by RFA Score, with 67 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 Cashmere Valley Wealth Management’s hours?

Cashmere Valley Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 4:30 PM; Friday, 9 AM – 2 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Cashmere Valley Wealth Management serve?

Serves Wenatchee and 1 town within 25 miles: East Wenatchee. 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 Cashmere Valley Wealth Management?

Cashmere Valley Wealth Management has a rating of 2.0 from 3 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 Cashmere Valley Wealth Management?

Call Cashmere Valley Wealth Management on (509) 664-7168. The business is at 124 Penny Rd #102, Wenatchee, WA 98801. 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

Cashmere Valley Wealth Management compared with nearby businesses
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Cashmere Valley Wealth Management (this business)—672.0 (3)NoNo
Northwestern Mutual#14683.7 (3)——3.1 mi
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Evergreen Home Loans Wenatchee NMLS 9035#17674.9 (148)NoNo3.2 mi

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