KASSIRA WEALTH MANAGEMENT, LLC
SEC RegisteredA Track Record of Success in Investment Planning
About the firm
Kassira Wealth Management is an independent, fiduciary wealth management firm that provides investment and financial planning to individuals and families, as well as retirement plan services to companies and organizations. The firm does not receive referral fees or third-party arrangements and maintains a standard of full transparency and independence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including investment and financial planning for individuals and families, and retirement plan services for companies and organizations.
Who they serve
Individuals and families seeking investment and financial planning, as well as companies and organizations looking for retirement plan expertise and comprehensive service.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 162 | $29M |
| High Net Worth Individuals | 47 | $101M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KASSIRA WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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