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CASSADY SCHILLER WEALTH MANAGEMENT, LLC

CINCINNATI, OH · CRD 129113 · IAPD ↗ · cassadyschillerwealth.com · 513-483-6652

$517.4MRegulatory AUM
8Advisory reps
8Employees
1Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — CASSADY SCHILLER WEALTH MANAGEMENT, LLC (CINCINNATI, OH) left the SEC roster (was $517.4M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
28
June 2024 — CASSADY SCHILLER WEALTH MANAGEMENT, LLC changed its website from cassadyschiller.com to cassadyschillerwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2024 — CASSADY SCHILLER WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($413.8M -> $517.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.