CASSANDRA SMALLEY WEALTH MANAGEMENT

CASSANDRA SMALLEY WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 323176). Regulatory assets under management: $36.6M.

Registration

• CRD: 323176
• Type: Registered investment adviser
• Phone: (727) 433-8320
• Latest filing: 2026-01-13
• Regulatory AUM: $36.6M
• Discretionary AUM: $36.6M
• Clients: 1
• Accounts: 119

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323176 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search