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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Waugh, Jason, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Waugh, Jason, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Waugh, Jason, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Waugh, Jason, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Waugh, Jason, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Waugh, Jason, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Waugh, Jason, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Waugh, Jason, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Waugh, Jason, Allen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASSADY, JASEN, EUGENE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| CASSADY, JASEN, EUGENE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| CASSADY, JASEN, EUGENE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| CASSADY, JASEN, EUGENE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| CASSADY, JASEN, EUGENE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| CASSADY, JASEN, EUGENE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| CASSADY, JASEN, EUGENE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| CASSADY, JASEN, EUGENE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| CASSADY, JASEN, EUGENE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| YAO, SEAN, YIJUNG | I | MANAGING MEMBER | D | Control |
| YAO, SEAN, YIJUNG | I | MANAGING MEMBER | D | Control |
| YAO, SEAN, YIJUNG | I | MANAGING MEMBER | D | Control |
| YAO, SEAN, YIJUNG | I | MANAGING MEMBER | D | Control |
| YAO, SEAN, YIJUNG | I | MANAGING MEMBER | D | Control |
| YAO, SEAN, YIJUNG | I | MANAGING MEMBER | D | Control |
| YAO, SEAN, YIJUNG | I | MANAGING MEMBER | D | Control |
| YAO, SEAN, YIJUNG | I | MANAGING MEMBER | D | Control |
| YAO, SEAN, YIJUNG | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Jun 30, 2025 REGISTERED
Notice Filings (4)
AZ CA NV TX
Address
2400 W HORIZON RIDGE PKWYHENDERSON, NV 89052
United States
Phone: 702-650-4480