Cassady Wealth & Retirement Planning L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Henderson, NV. Its latest Form ADV filing, dated March 16, 2026, reports $243M in regulatory assets under management, 5 employees, 1 office, and 576 accounts.
Assets Under Management
$243M
Employees
5
Offices
1 office
Total Clients
392
Primary office
HENDERSON, NV
2400 W HORIZON RIDGE PKWY, HENDERSON, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.6% of total clients.
Top client categories% of clientsClients
1
Individuals
81.6%
320
2
HNWI
18.4%
72
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$243Mas of March 16, 2026
Discretionary83.0%
$201M
83% of total RAUM83.0%
Non-discretionary17.0%
$41M
17% of total RAUM17.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$243M
Total Accounts576
10Y AUM Change+$138M (+131.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee78:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.