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| Cassaday & Co Wealth Management LLC
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|---|---|
| CRD # | 317672 |
| SEC # | 801-122868 |
| CIK # | 0001963612 |
| AUM | 7,138.8 M (2026-03-09) |
| Employees | 97 (33% Investors, 41% Brokers) |
| Phone | 703-506-8200 |
| Address | 8180 Greensboro Drive Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| World Currency Gold Trust | 0.3 | |
| Barclays Bank PLC | 0.1 | |
| Global MOFY Metaverse Ltd | 0.1 | |
| Apple Inc | 0.1 | |
| Nvidia Corp | 0.0 | |
| Microsoft Corp | 0.0 | |
| Marriott International Inc /MD/ | 0.0 | |
| Amazon Com Inc | 0.0 | |
| PepsiCo Inc | 0.0 | |
| Visa Inc | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,125 | 0.3 |
| (b) Individuals (high net worth individuals) | 2,017 | 6.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 0.0 |
| (h) Charitable organizations | 80 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,267 | 7.1 |
| By Discretionary | ||
| Discretionary | 3,267 | 7.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,267 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 3,267 | 7.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963612] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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