KASPIAN WEALTH MANAGEMENT

KASPIAN WEALTH MANAGEMENT of WOODCLIFF LAKE, NJ is an SEC-registered investment adviser (CRD 162028). Regulatory assets under management: $9.0M.

Registration

• CRD: 162028
• Type: Registered investment adviser
• Location: 172 BROADWAY, WOODCLIFF LAKE, NJ, 07677
• Phone: 201-357-8600
• Latest filing: 2026-03-16
• Regulatory AUM: $9.0M
• Discretionary AUM: $9.0M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 162028 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search