# Cassady Wealth & Retirement Planning

Cassady Wealth & Retirement Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** cassadywealth.com

## Regulatory record

- **CRD number:** 309710
- **SEC file number:** 801-129764
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309710

## About

CASSADY WEALTH & RETIREMENT PLANNING L.L.C. is an SEC-registered investment adviser in HENDERSON, NV, registered since 2024. The firm manages $292 million in assets, with $249 million on a discretionary basis. It has 5 employees and 5 investment advisers.

## Sectors

- Private Wealth Management

## Questions

### What investment stages does Cassady Wealth & Retirement Planning typically target?

The firm targets the retirement and decumulation stage of client lifecycles. Its portfolios focus on income generation and capital preservation, rather than growth-stage or early-stage investments. It does not participate in venture capital or private equity directly (public record).

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Last updated: 2026-07-11T02:47:43.000Z

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