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Managing Member · Cassady Wealth & Retirement Planning L.L.C.

Sean Y. Yao

CRD 5002048 · Named on Form ADV at one SEC-registered adviser

At a glance

Cassady Wealth & Retirement Planning L.L.C., an SEC-registered wealth manager based in Henderson, NV with $292 million in regulatory assets, lists Sean Y. Yao on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Sean’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jasen E. CassadyManaging Member/investment Advisor Representative, Cassady Wealth & Retirement Planning L.L.C.
  • Jason A. WaughChief Compliance Officer, Cassady Wealth & Retirement Planning L.L.C.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.