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EASAN KATIR WEALTH MANAGEMENT

KATIR, EASAN

CRD 121845

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$9.8M

Discretionary AUM

$4.6M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Sole Proprietorship

Filing date

2026-03-24

Disciplinary history

Yes

Services

Portfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals41$1.7M
High net worth individuals16$7.3M
Pension/profit sharing plans4$682K
Charitable organizations2$98K

All web addresses on file

Official SEC filing: View on IAPD