# Cassandra Smalley Wealth Management

Cassandra Smalley Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/cassandra-smalley

## Regulatory record

- **CRD number:** 323176
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323176

## About

Empowering you to feel confident in your financial future so you can live out your best and most joyful life. | FINANCIAL PLANNING:

## Sectors

- Wealth Management
- Financial Planning
- Private Wealth

## People

- Cassandra Smalley — Founder and CEO

## Questions

### Who runs investment decisions at Cassandra Smalley Wealth Management?

Cassandra Smalley, founder and CEO, personally oversees all investment decisions. There is no separate CIO or investment committee disclosed (public record).

### What types of assets does the firm invest in?

The firm constructs portfolios using public equities, fixed income, and alternative assets including private partnerships and direct real estate. Allocation is customized per client (public record).

### How does the firm source investment opportunities?

Deal flow comes from relationships with custodians, estate planning attorneys, and professional networks. The firm also uses established fund managers like BlackRock and Dimensional Fund Advisors (public record).

## Related profiles

- [RYCORE Capital Management](https://altss.com/profile/rycore-capital-management-llc)
- [Bruderman Private Wealth](https://altss.com/profile/bruderman-private-wealth)

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Last updated: 2026-07-06T01:24:13.754Z

Canonical page: https://altss.com/profile/cassandra-smalley-wealth-management

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