EASAN KATIR WEALTH MANAGEMENT

EASAN KATIR WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 121845). Regulatory assets under management: $9.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 121845
• Type: Registered investment adviser
• Phone: 530-402-1507
• Latest filing: 2026-03-24
• Regulatory AUM: $9.8M
• Discretionary AUM: $4.6M
• Non-discretionary AUM: $5.2M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121845 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search