CRD: 309710
Cassady Wealth & Retirement Planning L.l.c.
$292.1M Total AUM
$248.9M Disc. AUM
-- 3Y CAGR
5 Employees
460 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Value north
- Established Date
- 11-20-2020
- Office Locations
- 1
Office Locations
2400 W Horizon Ridge Pkwy Henderson NV
About Cassady Wealth & Retirement Planning L.l.c.
Cassady Wealth & Retirement Planning L.l.c. is a Henderson-based RIA. The firm has been operating for 5 years. Managing $292.1M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and SEI. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
36 AVG AGE
$58.4M AVG AUM / ADVISOR
$635.0K AVG AUM / CLIENT
4 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
5yrs Firm Age
Insights
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Client Personas
Pioneer frontier
Custodian
Radial insight Ember Ember Momentum Legacy
Investment Themes
Catalyst insight Horizon
Investment Vehicles
Capital momentum
Platform
Matrix harbor
Services
Capital Crest optima Ember Pathway delta Delta
Technology
Insight
Owner & Executives
J
JASEN EUGENE CASSADY
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4942336
- Ownership
- 50% but less than 75%
(218) 367-2626
catalyst.unison@primecapital.com
in linkedin.com/in/eagle-capital
S
SEAN YIJUNG YAO
Managing Member
- CRD
- #5002048
- Ownership
- 50% but less than 75%
(373) 631-8325
foundation.bridge@pathwaycapital.com
in linkedin.com/in/vertex-bridge
V
Vertex focus
Legacy pioneer value
- CRD
- #76494
- Ownership
- 37.2%
(761) 331-7737
momentum.crest@catalystcapital.com
in linkedin.com/in/element-bridge
Showing 2 of 3 owners & executives
Unlock allContacts
Julie Rose Malonzo
--
- CRD
- #7240120
(306) 599-5492
focus.catalyst@horizoncapital.com
in linkedin.com/in/oak-atlas
P
Parker Brian Schmidt
--
- CRD
- #7972932
(306) 211-8372
legacy.signal@oakcapital.com
in linkedin.com/in/frontier-peak
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $248,929,004 | $426,248 |
| Non-Discretionary | $43,155,293 | $427,280 |
| Total | $292,084,297 | $426,400 |
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Separately Managed Accounts
Total SMA Asset: $292,084,297
Public Funds:
23.7% Cash:
38.8% Equity - Exchange:
9.5% Corporate - Investment Grade:
28.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $284,117,797 | 23.7% |
| Cash | $465,137,996 | 38.8% |
| Equity - Exchange | $113,886,880 | 9.5% |
| Corporate - Investment Grade | $335,666,595 | 28.0% |
| Total | $1,198,809,268 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON ELEMENT | VECTOR GLACIER | SPS0TQDIU | DUUKU | 10.56% | $90,030,112 |
| PRIME TIMBER | FUSION RIDGE | 4VQUW9TR9 | GSFWC | 3.14% | $9,359,911 |
| EMBER CAPITAL | RIDGE WAVE | 9B42LBW39 | HOG | 9.49% | $76,541,588 |
| OPTIMA EMBER | FRONTIER TIMBER | 7HMMVDLYW | ZQNC | 10.67% | $11,948,099 |
| EMBER VERTEX | CREST FUSION | 5250ICS64 | WZETZ | 10.37% | $87,465,444 |
| ZENITH OPTIMA PRIME | QUANTUM WAVE | PH4HRYIYI | TODWU | 7.09% | $31,065,578 |
| INSIGHT FUSION PEAK | FOCUS LEGACY | T37SAE54B | XETL | 7.92% | $12,821,193 |
| RIDGE PIONEER RADIAL | HARBOR RIDGE | 54PX3Z65W | IWY | 11.90% | $27,590,147 |