Kassira Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 165070
- Registered since
- February 27, 2025
- Website
- kassira.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.52%
- Individuals21.31%
- Corporations / Businesses3.75%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kassira Wealth Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2025. The firm serves a mix of individual and family clients as well as institutional relationships, with a particular offering of financial planning and portfolio management for individuals and small businesses. Fee arrangements are asset-based, and the adviser does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Rast Gozeh
Chief Investment OfficerCRD 6108136
Contacts
2 of 2
Gassan Kassira
Founding MemberCRD 4458114
Anne Kassira
CRD 8032714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$77.7M in ETFs
97%
$75.2M
0%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $11.8M | 117,620 | 15.25% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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