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KASSIRA WEALTH MANAGEMENT, LLC
CRD 165070 · SEC 801-132031
CO, United States
Phone
703-569-8363
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.9M
Discretionary AUM
$135.9M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $29.0M |
| High net worth individuals | 47 | $101.3M |
| Charitable organizations | 1 | $570K |
| Corporations/business entities | 9 | $5.1M |
States served
CO, MD, TN, VA, TX
All web addresses on file
Official SEC filing: View on IAPD