PPrivate Fund Data Log in Join · $37/mo

Sean Yijung Yao

Managing MemberCassady Wealth & Retirement Planning L.L.C.CRD 5002048

About Sean Yijung Yao

Sean Yijung Yao is listed as Managing Member at Cassady Wealth & Retirement Planning L.L.C. in Henderson, NV. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Cassady Wealth & Retirement Planning L.L.C.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sean Yijung Yao work?

Sean Yijung Yao is listed as Managing Member at Cassady Wealth & Retirement Planning L.L.C. on SEC Form ADV.

How much of Cassady Wealth & Retirement Planning L.L.C. does Sean Yijung Yao own?

Form ADV reports a beneficial ownership band of 50-75%.

Cassady Wealth & Retirement Planning L.L.C.

TitleManaging Member
Ownership50-75%
Control personYes
Since2023