Kassira Wealth Management, LLC

RIASEC RegisteredEst. 2025
Total AUM
$136M
Discretionary
$136M
100% of AUM
Avg account
$283K
Accounts
481
Employees
2
Advisory reps
3

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

FINTRX

Overview

Kassira Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm uses a percentage-of-assets fee model and reports SEC registration in 2025. Its client base includes both individual and institutional relationships. Kassira describes itself as non-ESG-focused and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Public Funds/Mutual Funds 43%, Cash & Cash Equivalents 4%, US Government Bonds 3%, Non-Exchange Traded Equities 1%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds43%
  • Cash & Cash Equivalents4%
  • US Government Bonds3%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Rast Gozeh

    Rast Gozeh

    Chief Investment OfficerCRD 6108136

Contacts

2 of 2
  • Gassan Kassira

    Gassan Kassira

    Founding MemberCRD 4458114

  • Anne Kassira

    CRD 8032714

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 27

Active vs passive

$66.5M in ETFs

Passive

97%

$64.5M

Active

0%

$2.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$10.9M108,36216.40%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth