Cassady Wealth & Retirement Planning L.l.c.
Cassady Wealth & Retirement Planning L.l.c. is an SEC-registered mass-market adviser in Henderson, NV with $292.1M assets under management (AUM, regulatory AUM), +88% over one year. See who owns Cassady Wealth & Retirement Planning L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309710, SEC 801-129764, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $292.1M (2026-05-18)
- Firm type
- Mass-Market Adviser
- Location
- Henderson, NV
- Employees
- 5
- Clients
- 455
- CRD
- 309710
- Ownership
- Waugh, Jason, Allen; YAO, SEAN, YIJUNG; CASSADY, JASEN, EUGENE
How much AUM does Cassady Wealth & Retirement Planning L.l.c. have?
Cassady Wealth & Retirement Planning L.l.c. reported $292.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Cassady Wealth & Retirement Planning L.l.c.?
Disclosed owners and executives of Cassady Wealth & Retirement Planning L.l.c. include Waugh, Jason, Allen, YAO, SEAN, YIJUNG, CASSADY, JASEN, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.