Passive Owner · Kassira Wealth Management, LLC
Anne Kassira
CRD 8032714 · Named on Form ADV at one SEC-registered adviser
At a glance
Kassira Wealth Management, LLC, an SEC-registered wealth manager with $136 million in regulatory assets, lists Anne Kassira on its Form ADV as Passive Owner, a control person.
Firms and roles
- Kassira Wealth Management, LLCPassive OwnerWealth manager · United States · $136M in regulatory assets
AtlasMembers
Anne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gassan J. KassiraChief Compliance Officer (CCO) and Managing Member, Kassira Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.