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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2012
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 34 clients, or 34 clients per representative. That equates to $265.6K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
KWESI ADESINA SIMMSPARRIS
Chief Compliance Officer, President
- CRD
- #4675936
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Kaspian Wealth Management has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.