Cassady Wealth & Retirement Planning L.L.C.

Overview

Cassady Wealth & Retirement Planning L.L.C. is an SEC registered investment adviser based in Henderson, NV, registered since 2020. It reports $292M in assets under management across 685 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$292M

Discretionary

85%

Accounts

685

Average account

$426K

Employees

5

Advisory reps

5

Registered since

2020

Jurisdictions

4

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Jasen Eugene Cassady Managing Member, Investment Advisor Representative CRD 4942336
• Sean Yijung Yao Managing Member CRD 5002048
• Jason Allen Waugh Chief Compliance Officer CRD 7215772

Advisory reps 3 of 5

• Jasen Eugene Cassady Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4942336
• Julie Rose Malonzo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7240120
• Parker Brian Schmidt Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7972932

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2400 W Horizon Ridge Pkwy
Henderson, NV 89052

County

Clark

Metro area

Las Vegas-Henderson-Paradise, NV

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: cassadywealth.com

Every state, with registration dates

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