Kassira Wealth Management, LLC

RIASEC Registered

Total AUM

$136M

Discretionary

$136M

100% of AUM

Avg account

$283K

Accounts

481

Employees

Advisory reps

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 registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owner-operated and bills clients on a percentage-of-AUM basis. Its advisory work centers on financial planning and discretionary portfolio management for individuals, families and small-business clients, and it also serves institutional relationships. The firm is not positioned as an ESG-active manager and lists portfolio management and planning as its primary service lines.