Cassady Wealth & Retirement Planning L.L.C.
● SEC registered since 2024CRD 309710SEC# 801-129764Henderson, NV
Reg. AUM
$292.1M
Employees
5
Accounts
685
Location
Henderson, NV
About Cassady Wealth & Retirement Planning
Cassady Wealth & Retirement Planning helps clients protect and grow wealth across building, retirement, and legacy stages. Services described include assets and risk work, income planning, insurance solutions, retirement strategy, and tax strategies.
Summary based on the firm’s website.
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 $292.1 million in regulatory assets under management and employs 5 people.
Cassady Wealth & Retirement Planning L.L.C. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jasen Eugene Cassady Control | Managing Member/Investment Advisor Representative | 50-75% | 2019 |
| Jason Allen Waugh Control | Chief Compliance Officer | Under 5% | 2022 |
| Sean Yijung Yao Control | Managing Member | 50-75% | 2023 |
Frequently asked questions
How much does Cassady Wealth & Retirement Planning L.L.C. manage?
Cassady Wealth & Retirement Planning L.L.C. reports $292.1 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
| Address | 2400 W Horizon Ridge Pkwy, Henderson, NV 89052 |
| Phone | 702-650-4480 |
| Fax | 702- 650-5561 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$292.1M▲ 88%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$292.1Mregulatory AUM
Discretionary $248.9MNon-discretionary $43.2M