$135.9M Total AUM
$135.9M Disc. AUM
-- 3Y CAGR
2 Employees
224 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2012
- Office Locations
- 2
Office Locations
-- Knoxville TN
-- Tysons Corner VA
About Kassira Wealth Management, LLC
Kassira Wealth Management, LLC is a Knoxville-based RIA with 2 offices. The firm has been operating for 14 years. Managing $135.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and T. Rowe Price. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
43 AVG AGE
$68.0M AVG AUM / ADVISOR
$606.8K AVG AUM / CLIENT
11.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Peak crest Delta Ridge Momentum vital
Client Personas
Quantum eagle
Custodian
Crest
Investment Themes
Fusion Pathway Beacon Matrix
Investment Vehicles
Ember
Platform
Signal
Services
Matrix Vital element Element quantum Foundation Meridian Delta unison Optima Quantum unison Element harbor Signal Zenith meridian
Owner & Executives
G
GASSAN JOSEPH KASSIRA
Chief Compliance Officer, Managing Member
- CRD
- #4458114
- Ownership
- 75% or more
(288) 547-9714
insight.fusion@matrixcapital.com
in linkedin.com/in/signal-signal
A
ANNE KASSIRA
--
- CRD
- --
- Ownership
- 25% but less than 50%
(920) 830-4507
zenith.foundation@unisoncapital.com
in linkedin.com/in/zenith-summit
Showing 2 of 2 owners & executives
Unlock allContacts
R
RAST MOHAMAD GOZEH
Chief Investment Officer
- CRD
- #6108136
(614) 638-7184
crest.value@momentumcapital.com
in linkedin.com/in/legacy-unison
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,916,502 | $282,571 |
| Non-Discretionary | $0 | -- |
| Total | $135,916,502 | $282,571 |
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Separately Managed Accounts
Total SMA Asset: $135,916,502
Equity - Exchange:
28.1% Public Funds:
12.8% Cash:
29.4% U.S. Government/Agency:
23.5% Equity - OTC:
6.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,163,120,254 | 28.1% |
| Public Funds | $529,819,902 | 12.8% |
| Cash | $1,216,930,088 | 29.4% |
| U.S. Government/Agency | $972,716,227 | 23.5% |
| Equity - OTC | $256,631,515 | 6.2% |
| Total | $4,139,217,986 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER RIDGE | ATLAS WAVE | IJG4AGHWI | QAY | 7.47% | $57,527,520 |
| NORTH CREST MERIDIAN | QUANTUM NORTH | 7NYX25LA9 | VUGZ | 10.30% | $113,928,721 |
| UNISON RADIAL | ATLAS MOMENTUM | 3JZ2UEKC9 | BXTDV | 6.30% | $3,839,929 |
| LEGACY TIMBER | VERTEX CAPITAL | UVHC0ZZOU | ICRT | 4.53% | $52,266,955 |
| OPTIMA PATHWAY EAGLE | OAK HARBOR | TZOT61RAT | TWABB | 9.55% | $114,147,309 |
| FRONTIER MATRIX | MOMENTUM PATHWAY | 5SNTLCWUD | CVVJS | 1.27% | $85,537,674 |
| CATALYST OAK | PRIME ELEMENT | YNSJXPVYN | OPBE | 1.00% | $84,332,411 |
| INSIGHT FOCUS ATLAS | SIGNAL ALPHA | CH76MVYPG | DVV | 9.47% | $97,660,977 |