CASSADY WEALTH & RETIREMENT PLANNING L.L.C.
CRD #309710 SEC #801-129764 HENDERSON, NV 702-650-4480
SEC Registered
Total AUM
$155.8M
Discretionary
$120.4M
Employees
5
Clients
10
Accounts
346
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $155.8M | $120.4M | $35.4M | 5 | 5 |
| Mar 2025 | $155.8M | $120.4M | $35.4M | 6 | 5 |
| Feb 2025 | $155.8M | $120.4M | $35.4M | 6 | 5 |
| Dec 2024 | $140.5M | $75.9M | $64.6M | 6 | 0 |
| Nov 2024 | $140.5M | $75.9M | $64.6M | 6 | 0 |
| Oct 2024 | $140.5M | $75.9M | $64.6M | 5 | 0 |
| Oct 2024 | $140.5M | $75.9M | $64.6M | 4 | 0 |
| Feb 2024 | $105.1M | $21.9M | $83.2M | 4 | 0 |
DateJun 2025
Total AUM$155.8M
Discretionary$120.4M
Non-Disc.$35.4M
Employees5
Clients5
DateMar 2025
Total AUM$155.8M
Discretionary$120.4M
Non-Disc.$35.4M
Employees6
Clients5
DateFeb 2025
Total AUM$155.8M
Discretionary$120.4M
Non-Disc.$35.4M
Employees6
Clients5
DateDec 2024
Total AUM$140.5M
Discretionary$75.9M
Non-Disc.$64.6M
Employees6
Clients0
DateNov 2024
Total AUM$140.5M
Discretionary$75.9M
Non-Disc.$64.6M
Employees6
Clients0
DateOct 2024
Total AUM$140.5M
Discretionary$75.9M
Non-Disc.$64.6M
Employees5
Clients0
DateOct 2024
Total AUM$140.5M
Discretionary$75.9M
Non-Disc.$64.6M
Employees4
Clients0
DateFeb 2024
Total AUM$105.1M
Discretionary$21.9M
Non-Disc.$83.2M
Employees4
Clients0