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KASSIRA WEALTH MANAGEMENT, LLC

· CRD 165070 · IAPD ↗ · kassira.com · 703-569-8363

$135.9MRegulatory AUM
2Advisory reps
2Employees
5Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2026 — KASSIRA WEALTH MANAGEMENT, LLC reported RAUM up 26% ($107.5M -> $135.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2025 — KASSIRA WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $107.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.