|
⚲
|
| Keyboard |
| Kassira Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 165070 |
| SEC # | 801-132031 |
| CIK # | 0002095972 |
| AUM | 135.9 M (2026-01-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-569-8363 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002095972 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 10.1 | ||
| Nvidia Corp | 7.0 | ||
| Amazon Com Inc | 4.3 | ||
| Pfizer Inc | 3.0 | ||
| Dominion Resources Inc /VA/ | 2.5 | ||
| SPDR Gold Trust | 2.3 | ||
| Constellation Energy Corp | 1.9 | ||
| Boeing Co | 1.9 | ||
| AbbVie Inc | 1.7 | ||
| Wal Mart Stores Inc | 1.4 | ||
| Cloudflare Inc | 1.4 | ||
| Arbor Realty Trust Inc | 1.4 | ||
| UnitedHealth Group Inc | 1.4 | ||
| Microsoft Corp | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 29.0 |
| (b) Individuals (high net worth individuals) | 47 | 101.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 481 | 135.9 |
| By Discretionary | ||
| Discretionary | 481 | 135.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 481 | 135.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.9 | |
| Total | 481 | 135.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002095972] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Horizon Capital Management LLC
✚
|
IL | 136.2 M |
|
Professional Wealth Management Services LLC
✚
|
NC | 136.2 M |
|
Wealthrise Financial Planning LLC
✚
|
CA | 136.0 M |
|
15 Equity LLC
✚
|
CA | 135.9 M |
|
A J Feldman Financial LLC
✚
|
135.9 M | |
|
McMahan Capital Management LLC
✚
|
IN | 135.9 M |
|
Loretta Nolan Associates LLC
✚
|
CT | 135.8 M |
|
Financial Management Associates LLC
✚
|
NH | 135.8 M |
|
East Rock Financial Services LLC
✚
|
135.8 M | |
|
Hepworth Equity Partners LLC
✚
|
135.6 M |