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 limited liability company that registered with the SEC in 2024 and operates primarily for individual and family clients. The firm charges clients on a percentage-of-assets basis and via hourly fees, and it offers financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. It is organized as an individual-owner firm and acts as a capital allocator. Cassady does not identify as an active ESG investor and is not a multi-state adviser; it lists affiliations with a broker-dealer and a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 3
Jasen Cassady
Founder & CEOCRD 4942336
Jason Waugh
Chief Compliance Officer and Senior Financial AdvisorCRD 7215772
Sean Yao
Chief Investment OfficerCRD 5002048
Contacts
2 of 2
Julie Malonzo
Financial AdvisorCRD 7240120
Parker Schmidt
Financial AdvisorCRD 7972932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 194Active vs passive
$445M in ETFs
49%
$216M
48%
$229M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $14.2M | 141,516 | 3.20% |
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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