Overview
Assets Under Management: $136 million
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Frequently Asked Questions
KASSIRA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165070), KASSIRA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KASSIRA WEALTH MANAGEMENT, LLC serves 47 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, KASSIRA WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
KASSIRA WEALTH MANAGEMENT, LLC manages $136 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, KASSIRA WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 481
Discretionary Accounts: 481
Regulatory Filings
CRD Number: 165070
Filing ID: 2044019
Last Filing Date: 2026-01-22 12:42:45