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Cassady Wealth & Retirement Planning L.L.C.

● SEC registered since 2024CRD 309710SEC# 801-129764Henderson, NV
Export (members)
Reg. AUM
$155.8M
Employees
5
Accounts
346
Location
Henderson, NV

Cassady Wealth & Retirement Planning L.L.C. assets under management

Cassady Wealth & Retirement Planning L.L.C. operates as an SEC-registered investment adviser based in Henderson, NV. The firm has been registered since 2024. It reports $155.8 million in regulatory assets under management and employs 5 people.
www.cassadywealth.comView on SEC.gov ↗

Cassady Wealth & Retirement Planning L.L.C. owners & executives

3 reported
NameTitleOwnershipSince
Jasen Eugene Cassady ControlManaging Member/Investment Advisor Representative50-75%2019
Jason Allen Waugh ControlChief Compliance OfficerUnder 5%2022
Sean Yijung Yao ControlManaging Member50-75%2023

Frequently asked questions

How much does Cassady Wealth & Retirement Planning L.L.C. manage?

Cassady Wealth & Retirement Planning L.L.C. reports $155.8 million in regulatory assets under management on its Form ADV.

How many employees does Cassady Wealth & Retirement Planning L.L.C. have?

Cassady Wealth & Retirement Planning L.L.C. reports 5 employees.

Where is Cassady Wealth & Retirement Planning L.L.C. located?

Cassady Wealth & Retirement Planning L.L.C. is based in Henderson, NV and has been SEC-registered since 2024.

Does Cassady Wealth & Retirement Planning L.L.C. disclose fund performance?

Cassady Wealth & Retirement Planning L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2400 W Horizon Ridge Pkwy, Henderson, NV 89052
Phone702-650-4480
Fax702- 650-5561
Office hours8:00a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.4M
Non-discretionary$35.4M
Total (RAUM)$155.8M