CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
Firm details
- Headquarters
- HENDERSON, Nevada
- CRD number
- 309710
- Registered since
- March 25, 2024
- Website
- www.cassadywealth.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals60.09%
- HNWI39.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cassady Wealth & Retirement Planning L.L.C. is a privately held LLC that provides advisory services to individual and family clients. The firm is SEC-registered and operates as an owner-managed practice. Its adviser activities include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Compensation is primarily a percentage of assets under management with the option to bill hourly for certain engagements. Cassady does not present itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents9%
- Exchange Traded Equities5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1JASEN CASSADY
Founder & CEOCRD 4942336
Contacts
3 of 4SEAN YAO
Investment Advisor RepresentativeCRD 5002048
Parker Schmidt
Registered RepresentativeCRD 7972932
Julie Malonzo
Registered RepresentativeCRD 7240120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$243M in ETFs
57%
$138M
39%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $32.4M | 38,983 | 13.32% |
Location
HENDERSON, NV
CLARK
Location
HENDERSON, NV
Headquartered in HENDERSON, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 2400 W Horizon Ridge Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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