$9.8M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
24 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 11-28-2001
- Office Locations
- 1
Office Locations
-- Woodland CA
About Easan Katir Wealth Management
Easan Katir Wealth Management (Woodland, CA) provides financial planning, portfolio construction, and retirement plan guidance for clients including entrepreneurs. Investment implementation is largely ETF-based, with an emphasis on cash and rates positioning informed by U.S. Treasury yield-curve research and risk management themes. The firm publishes market commentary under Cornucopia Capital LLC and uses custodians such as Charles Schwab.
Team overview
-- AVG AGE
$9.8M AVG AUM / ADVISOR
$155.0K AVG AUM / CLIENT
14.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
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Asset Classes
Fusion Legacy ridge Matrix vertex Frontier legacy
Client Personas
Fusion
Custodian
Vital peak Capital Eagle foundation Summit meridian Insight summit Horizon peak
Investment Themes
Value momentum Ember
Investment Vehicles
Legacy horizon
Services
Insight Value focus Glacier
Technology
Pioneer
Owner & Executives
EASAN KATIR
Owner, Wealth Manager
- CRD
- #1085551
- Ownership
- 75% or more
(538) 760-7365
prime.timber@summitcapital.com
in linkedin.com/in/wave-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,602,000 | -- |
| Non-Discretionary | $5,162,000 | -- |
| Total | $9,764,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,764,000
Equity - Exchange:
21.8% Equity - OTC:
11.0% U.S. Government/Agency:
7.2% Public Funds:
16.4% Derivatives:
25.8% Cash:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,120,745,833 | 21.8% |
| Equity - OTC | $565,513,953 | 11.0% |
| U.S. Government/Agency | $370,154,587 | 7.2% |
| Public Funds | $843,129,893 | 16.4% |
| Derivatives | $1,326,387,270 | 25.8% |
| Cash | $915,104,396 | 17.8% |
| Total | $5,141,035,932 | 100.0% |