CASSADAY & CO WEALTH MANAGEMENT LLC
Legal name: CASSADAY & COMPANY, INC.
CRD #317672 SEC #801-122868 MCLEAN, VA 703-506-8200
SEC Registered
Total AUM
$6B
Discretionary
$6B
Employees
84
Clients
0
Accounts
3,155
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $6B | $6B | $0 | 84 | 0 |
| Mar 2025 | $6B | $6B | $0 | 84 | 0 |
| Jan 2025 | $5B | $5B | $0 | 86 | 0 |
| Jan 2025 | $5B | $5B | $0 | 86 | 0 |
| Dec 2024 | $5B | $5B | $0 | 86 | 0 |
| Dec 2024 | $5B | $5B | $0 | 86 | 0 |
| Aug 2024 | $5B | $5B | $0 | 86 | 0 |
| Aug 2024 | $5B | $5B | $0 | 86 | 0 |
| Jun 2024 | $5B | $5B | $0 | 86 | 0 |
| May 2024 | $5B | $5B | $0 | 86 | 0 |
| Mar 2024 | $5B | $5B | $0 | 86 | 0 |
| Mar 2024 | $5B | $5B | $0 | 86 | 0 |
| Mar 2024 | $5B | $5B | $0 | 86 | 0 |
| Dec 2023 | $4B | $4B | $0 | 83 | 0 |
| Nov 2023 | $4B | $4B | $0 | 83 | 0 |
| Sep 2023 | $4B | $4B | $0 | 83 | 0 |
| Sep 2023 | $4B | $4B | $0 | 83 | 0 |
| Sep 2023 | $4B | $4B | $0 | 83 | 0 |
| Jun 2023 | $4B | $4B | $0 | 83 | 0 |
| May 2023 | $4B | $4B | $0 | 83 | 0 |
| Mar 2023 | $4B | $4B | $0 | 83 | 0 |
| Jan 2023 | $4.6B | $4.6B | $0 | 66 | 0 |
| Oct 2022 | $4.6B | $4.6B | $0 | 66 | 0 |
| Aug 2022 | $4.6B | $4.6B | $0 | 66 | 0 |
| May 2022 | $4.6B | $4.6B | $0 | 66 | 0 |
| Mar 2022 | $4.6B | $4.6B | $0 | 66 | 0 |
| Mar 2022 | $4.6B | $4.6B | $0 | 66 | 0 |
| Mar 2022 | $4.6B | $4.6B | $0 | 66 | 0 |
| Jan 2022 | $4.6B | $4.6B | $0 | 66 | 0 |
| Dec 2021 | $0 | $0 | $0 | 66 | 0 |
| Nov 2021 | $0 | $0 | $0 | 66 | 0 |
DateApr 2025
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees84
Clients0
DateMar 2025
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees84
Clients0
DateJan 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateJan 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateDec 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateDec 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateAug 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateAug 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateJun 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateMay 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateMar 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateMar 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateMar 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees86
Clients0
DateDec 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees83
Clients0
DateNov 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees83
Clients0
DateSep 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees83
Clients0
DateSep 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees83
Clients0
DateSep 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees83
Clients0
DateJun 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees83
Clients0
DateMay 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees83
Clients0
DateMar 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees83
Clients0
DateJan 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees66
Clients0
DateOct 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees66
Clients0
DateAug 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees66
Clients0
DateMay 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees66
Clients0
DateMar 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees66
Clients0
DateMar 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees66
Clients0
DateMar 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees66
Clients0
DateJan 2022
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees66
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees66
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees66
Clients0