Kassira Wealth Management, LLC
● SEC registered since 2025CRD 165070SEC# 801-132031
Reg. AUM
$135.9M
Employees
2
Accounts
481
Location
—
Kassira Wealth Management, LLC assets under management
Kassira Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $135.9 million in regulatory assets under management and employs 2 people.
Kassira Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Kassira Control | Passive Owner | 25-50% | 2012 |
| Gassan Joseph Kassira Control | Chief Compliance Officer (cco) And Managing Member | Over 75% | 2012 |
Frequently asked questions
How much does Kassira Wealth Management, LLC manage?
Kassira Wealth Management, LLC reports $135.9 million in regulatory assets under management on its Form ADV.
How many employees does Kassira Wealth Management, LLC have?
Kassira Wealth Management, LLC reports 2 employees.
Does Kassira Wealth Management, LLC disclose fund performance?
Kassira Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 703-569-8363 |
| Office hours | 10a.m.-4p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.9M▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$135.9Mregulatory AUM
Discretionary $135.9M