← Directory
CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
CRD 309710File 801-129764
APPROVED
Retail clients
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$292.1M
Below cohort median (national)
Discretionary AUM
$248.9M
Non-discretionary $43.2M
Clients
455
685 accounts
Employees
5
Above cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 25, 2024
- Principal office
- 2400 W HORIZON RIDGE PKWY, HENDERSON, NV, 89052
- Phone
- 702-650-4480
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $292.1M
- Discretionary AUM
- $248.9M
- Non-discretionary AUM
- $43.2M
- Discretionary accounts
- 584
- Non-discretionary accounts
- 101
- Total accounts
- 685
- AUM per client
- $642K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 75 | $116.6M |
| Individuals (other than high net worth individuals) | 380 | $175.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.