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ZW FINANCIAL DBA CASCADIA WEALTH ADVISORS

EIN 86-2510992-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
6
1805 NW GLISAN STREET - PORTLAND, OR 97209206-568-2868
Plans on this EIN
1 filing
#001401k-$2.7M - 6 part

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Retirement#001

CASCADIA WEALTH ADVISORS 401(K) PSP

401k

Assets$2.7M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASCADIA WEALTH ADVISORS 401(K) PSP401k$2.7M62025
Retirement plans
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