# CASSADY WEALTH & RETIREMENT PLANNING L.L.C.

CASSADY WEALTH & RETIREMENT PLANNING L.L.C. of HENDERSON, NV is an SEC-registered investment adviser.

## Registration

- CRD: 309710
- Type: SEC-registered investment adviser
- SEC file number: 801-129764
- Location: 2400 W HORIZON RIDGE PKWY, HENDERSON, NV, 89052
- Phone: 702-650-4480
- Latest filing: 2026-07-10
- Regulatory AUM: $292.1M
- Discretionary AUM: $248.9M
- Non-discretionary AUM: $43.2M
- Clients: 5
- Accounts: 685

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jasen Eugene Cassady | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Jason Allen Waugh | CHIEF COMPLIANCE OFFICER | — |
| Sean Yijung Yao | MANAGING MEMBER | — |
| CASSADY JASEN EUGENE | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Waugh Jason Allen | CHIEF COMPLIANCE OFFICER | — |
| YAO SEAN YIJUNG | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309710/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309710/similar
- Related entities: https://search.stillhousedata.com/firm/309710/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309710

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.