Cassady Wealth & Retirement Planning L.L.C.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 309710
- SEC number
- 801-129764
- Firm type
- RIA
- Assets under management
- $292.1M as of May 18, 2026
- Website
- www.cassadywealth.com ↗
- Phone
- 702-650-4480
- Address
- 2400 W Horizon Ridge Pkwy, Henderson, NV, 89052
Advisors at this firm
5 in our index · page 1 of 1
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Jasen Eugene CassadyCRD 4942336 · Henderson, NVIA RegisteredBroker
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Julie Rose MalonzoCRD 7240120 · Henderson, NVIA RegisteredBroker
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Parker Brian SchmidtCRD 7972932 · Henderson, NVIA RegisteredBroker
-
Jason Allen WaughCRD 7215772 · Henderson, NVIA RegisteredBroker
-
Sean Yijung YaoCRD 5002048 · Henderson, NVIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 309710 ↗
FINRA BrokerCheck record for firm CRD 309710 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.