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| Happy Holidays!! thanks for using AUM13F!! |
| Cassady Wealth & Retirement Planning LLC
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|---|---|
| CRD # | 309710 |
| SEC # | 801-129764 |
| CIK # | |
| AUM | $155.8 M (2025-06-30) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 702-650-4480 |
| Address | 2400 W Horizon Ridge Pkwy Henderson, NV 89052 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 84.1 |
| (b) Individuals (high net worth individuals) | 51 | 71.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 346 | 155.8 |
| By Discretionary | ||
| Discretionary | 255 | 120.4 |
| Non-Discretionary | 91 | 35.4 |
| Total | 346 | 155.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.8 | |
| Total | 346 | 155.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blueprint Wealth Management LLC
✚
|
FL | 0.2 |
|
Golden Bay Advisors LLC
✚
|
0.2 | |
|
Tortuga Wealth Management Inc
✚
|
CA | 0.2 |
|
Risley Capital Management LLC
✚
|
MO | 0.2 |
|
191 Godwin Associates Inc D/B/A Godwin Capital Management
✚
|
NJ | 0.2 |
|
Vigil Wealth Management LLC
✚
|
FL | 0.2 |
|
The Archer Consulting Group LLC
✚
|
LA | 0.2 |
|
KOBO Wealth Conservancy LLC
✚
|
HI | 0.2 |
|
Spurstone Advisory Services LLC
✚
|
CT | 0.2 |
|
Stonecrest Advisors Inc
✚
|
TX | 0.2 |