# KASSIRA WEALTH MANAGEMENT, LLC

KASSIRA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 165070
- Type: SEC-registered investment adviser
- SEC file number: 801-132031
- Phone: 703-569-8363
- Latest filing: 2026-01-22
- Regulatory AUM: $135.9M
- Discretionary AUM: $135.9M
- Clients: 2
- Accounts: 481

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Gassan Joseph Kassira | CHIEF COMPLIANCE OFFICER (CCO) AND MANAGING MEMBER | — |
| Anne Kassira | PASSIVE OWNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 719-761-6604 |
| — | — | 1 | 719-761-6604 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165070/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165070/similar
- Related entities: https://search.stillhousedata.com/firm/165070/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165070

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.