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CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

CRD 309710 · SEC 801-129764

Visit website

2400 W HORIZON RIDGE PKWY, HENDERSON, NV, 89052, United States

Phone

702-650-4480

Fax

702- 650-5561

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$292.1M

Discretionary AUM

$248.9M

Team

5 total employees; 5 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-05-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals380$175.5M
High net worth individuals75$116.6M

States served

AZ, CA, NV, TX

All web addresses on file

Official SEC filing: View on IAPD