KASPIAN WEALTH MANAGEMENT

Overview

Kaspian Wealth Management is a small, fee-based registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm also performs manager selection, which suggests it outsources some investment strategies to third-party advisers. Its client base is individual and family oriented rather than institutional; it is not positioned as a multi-state or pension consultant. The firm charges a percentage-of-AUM fee and identifies as a capital allocator, indicating an active role in determining external manager or fund placements. Industry affiliations listed include an accountant and an insurance company, which may reflect referral or service relationships rather than an expanded product platform. Kaspian does not report an active ESG-investing stance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices