Overview
Assets Under Management: $243 million
Headquarters: HENDERSON, NV
High-Net-Worth Clients: 72
Average Client Assets: $1.4 million
Frequently Asked Questions
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309710), CASSADY WEALTH & RETIREMENT PLANNING L.L.C. is subject to fiduciary duty under federal law.
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. is headquartered in HENDERSON, NV.
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. serves 72 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, CASSADY WEALTH & RETIREMENT PLANNING L.L.C. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. manages $243 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, CASSADY WEALTH & RETIREMENT PLANNING L.L.C. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.07%
Average Client Assets: $1.4 million
Total Client Accounts: 576
Discretionary Accounts: 472
Non-Discretionary Accounts: 104
Regulatory Filings
CRD Number: 309710
Filing ID: 2059449
Last Filing Date: 2026-03-16 11:00:17