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Cascadia Wealth Advisors
RIA · $400.0M AUM · West Coast
Expansion Score
45
🤖 AI-Computed
Churn Risk
10
🤖 AI-Computed
Days in Stage
9
📊 From HubSpot
Avg Response Time
45h
✨ Enhanced
Activity Timeline
5 eventsPhone call with investment director — discussing commitment letter revisions
Feb 5, 2026 · 4 days agoinbound📊 From HubSpot
Opened commitment letter email
Jan 28, 2026 · 1 week agoinbound📊 From HubSpotResponse: 72h
Sent commitment letter for review
Jan 25, 2026 · 2 weeks agooutbound📊 From HubSpot
Video call with Karen Lee — fund structure walkthrough and Q&A
Dec 15, 2025 · 1 month agooutbound✨ EnhancedResponse: 18h
Opened November portfolio update email
Nov 28, 2025 · 2 months agoinbound📊 From HubSpot
Relationship Summary
🤖 AI-ComputedCascadia Wealth Advisors is currently in Prospect with moderate engagement. They have had 5 touchpoints in the last 90 days. Typical check size for this investor type is $3.0M. Continue regular touchpoints to maintain momentum.
Details
- Contact
- Diana Vasquez, Chief Investment Strategist
- Sector Focus
- Diversified Real Estate
- Typical Check
- $3.0M
- Current Commitment
- None
- Previous Fund
- New relationship
- Assigned To
- James Mitchell
- Stage Since
- Feb 1, 2026
- Priority Rank
- #29 of 45