Cadia Private Client

What Cadia Private Client does

Cadia Private Client LLC is an SEC-registered investment advisor founded in 2018 and headquartered in Parsippany, New Jersey. The firm provides fiduciary wealth management, investment advisory, and financial planning services to individuals and families, with particular emphasis on guiding clients through major life transitions such as retirement, business sales, career changes, marriage, divorce, and the loss of a spouse. The practice is owned and operated by two Managing Partners, Vincent G. Maffucci (CFA, FRM) and M. Darius Matousek (CFP, CRPC), who personally deliver the advisory services.

The firm's product surface is straightforward: portfolio management, comprehensive financial planning, retirement planning, and ongoing strategy monitoring, all delivered through individualized, relationship-based engagements. There is no proprietary technology platform, no self-serve offering, and no digital distribution channel disclosed. Service delivery is direct — phone (973-993-6300) and in-person — from a single New Jersey office, although the firm states it serves clients nationally.

Cadia generates revenue through recurring investment advisory fees on assets under management, with fee schedules disclosed in Form ADV Part 2A but not publicly. The go-to-market is sales-led and referral-driven, relying on the professional reputation and fiduciary positioning of its two partners rather than paid marketing or channel partnerships. The firm holds no disclosed institutional backing, no subsidiaries, and no active M&A pipeline, indicating an organic, partner-owned operating model.

Name

Cadia Private Client

Legal name

Cadia Private Client LLC

Website

https://cadiaprivate.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Cadia Private Client LLC is an SEC-registered investment advisor providing fiduciary wealth management, investment advisory, and financial planning services to individuals and families navigating major life transitions, delivered by two Managing Partners from a single Parsippany, New Jersey office serving clients nationally.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Fee-Only Advisory (FSAEAAAL)

Keywords

• Investment advisory services
• Wealth management services
• Financial planning services
• Fiduciary portfolio management
• Retirement planning services

Headquarters

HQ city

Parsippany

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Fees: Cadia Private Client operates as a registered investment advisor (RIA) with the SEC, generating revenue through investment advisory fees charged to clients for portfolio management and financial planning services. Specific fee structures are disclosed in their Form ADV.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Cadia Private Client is a Registered Investment Advisor (RIA) that provides investment advisory and financial planning services to individuals and families on a fiduciary basis. The firm helps clients navigate complex financial matters and major life transitions—such as retirement, business sales, career changes, marriage, divorce, or loss of a spouse—through personalized portfolio management, comprehensive financial planning, and ongoing advisory engagement delivered by its two managing partners.

Product overview

Cadia Private Client is a Registered Investment Advisor (RIA) providing investment advisory and financial planning services for individuals and families on a fiduciary basis. The firm specializes in helping clients navigate complex financial matters and life transitions such as retirement, business sales, career changes, marriage, divorce, or loss of a spouse. The company offers personalized financial advice and portfolio management through its managing partners, Vincent G. Maffucci, CFA® and M. Darius Matousek, CFP®.

Differentiator

Problem solved

Functional benefit

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves3 records

Expansion highlights1 record

Emerging players

• Personal Capital (Empower Personal Dashboard): Hybrid digital wealth management platform combining technology with human advisors for HNW individuals. Comparable HNW advisory offering, but with significant technology and scale advantages that pressure traditional RIAs.
• Facet Wealth: Tech-enabled flat-fee RIA delivering financial planning and investment advice to HNW individuals virtually. Comparable target segment and fiduciary business model, but differentiated by a digital-first delivery model Cadia lacks.

Direct peers

• Glenmede: Independent, privately-owned investment and wealth management firm serving individuals, families, and institutions. Comparable fiduciary, planning-led approach with multi-generational client focus.
• Buckingham Strategic Wealth: Independent, fee-only RIA emphasizing evidence-based financial planning and investment management for individuals and families. Comparable financial-planning-led RIA model with fiduciary positioning.
• Mercer Advisors: National RIA serving HNW individuals and families with comprehensive wealth management, financial planning, and transition-advisory services. Highly comparable fiduciary model with similar life-transition value proposition, though at significantly greater scale.
• Cresset Capital Management: Independent, fee-only wealth advisor for HNW individuals, families, and business owners. Comparable multi-family-office-style service offering with planning-led advisory model.
• Aspiriant: Independent, fee-only RIA focused on HNW individuals and families with comprehensive financial planning and investment management. Comparable size range and fiduciary-only business model.
• Mariner Wealth Advisors: Large independent RIA offering investment advisory, financial planning, retirement, and family-office services to individuals and families. Comparable fiduciary, fee-based model with similar comprehensive-planning positioning.

Broad incumbents

• Schwab Private Client: Charles Schwab's dedicated advisory service for clients with substantial invested assets, offering investment management and financial planning. Comparable service offering but with significantly lower fees, deeper technology stack, and a captive custodian relationship.
• Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-human advisory service offering ongoing investment advice and financial planning at industry-leading low fees. Comparable retail-target audience but with massive scale advantages and brand trust.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cadia-private-client

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cadia Private Client