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CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

HENDERSON, NV · CRD 309710 · IAPD ↗ · cassadywealth.com · 702-650-4480

$292.1MRegulatory AUM
5Advisory reps
5Employees
5Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — CASSADY WEALTH & RETIREMENT PLANNING L.L.C. reported RAUM up 56% ($155.8M -> $242.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2025 — CASSADY WEALTH & RETIREMENT PLANNING L.L.C. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
November 2024 — CASSADY WEALTH & RETIREMENT PLANNING L.L.C. reported RAUM up 34% ($105.1M -> $140.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — CASSADY WEALTH & RETIREMENT PLANNING L.L.C. (HENDERSON, NV) is newly SEC-registered with $105.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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