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
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, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$292.1Mregulatory AUM
Discretionary $248.9MNon-discretionary $43.2M