K
CRD: 162028
Kaspian Wealth Management
Woodcliff Lake, NJ, 07677
2013578600
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
14 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2012
- Office Locations
- 1
Office Locations
172 Broadway Front Bldg, Suite 102 Woodcliff Lake NJ
About Kaspian Wealth Management
Kaspian Wealth Management is a Woodcliff Lake-based RIA. The firm has been operating for 14 years. Managing $9.0M in total assets under management, with 1 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$265.6K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Momentum crest Peak unison
Investment Themes
Oak oak
Investment Vehicles
Legacy
Services
Peak meridian Fusion element Prime momentum Value
Owner & Executives
K
KWESI ADESINA SIMMSPARRIS
Chief Compliance Officer, President
- CRD
- #4675936
- Ownership
- 75% or more
(524) 910-9769
bridge.glacier@peakcapital.com
in linkedin.com/in/north-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,031,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,031,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,031,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $510,171,249 | 100.0% |
| Total | $510,171,249 | 100.0% |