# Kassira Wealth Management

Kassira Wealth Management is a Bank / Wealth / Trust based in Knoxville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Knoxville, United States
- **Region:** North America
- **Address:** Knoxville, TN, United States
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** kassira.com
- **LinkedIn:** https://linkedin.com/company/kassira-wealth-management

## Regulatory record

- **CRD number:** 165070
- **SEC file number:** 801-132031
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-22T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165070

## About

Founded in Knoxville, Tennessee, Kassira Wealth Management operates as a boutique wealth advisory with a geographic focus on the Tennessee Valley. The firm serves individuals and families, constructing investment portfolios through a planning-first lens. The entity does not publicize its principals, founding year, or assets under management — consistent with a private, sub-scale advisory that relies on community reputation rather than institutional visibility. Kassira's investment approach centers on direct securities management through individually tailored portfolios. The firm constructs allocations across public equities, investment-grade and municipal fixed income, and cash-management instruments, with tactical adjustments tied to each client's liquidity needs and tax circumstances. Manager selection, where applicable, draws from the open-architecture universe of mutual funds and ETFs rather than proprietary products. The firm has not disclosed participation in private funds, direct co-investments, or alternative asset classes. All client assets are custodied at third-party qualified custodians. The firm's team size and aggregate deployment remain undisclosed. No additional office locations beyond Knoxville are documented. Kassira does not maintain a disclosed philanthropic structure, adjacent operating business, or formal membership in peer-advisory networks such as Tiger 21 or R360. The business appears structured as a classic lifestyle practice — a single-location RIA or wealth-management platform serving a defined regional clientele without a publicly articulated growth or institutional strategy. The structural differentiator is negativa: no external capital, no fund commingling, no institutional LP base. Every client mandate is a direct, negotiated engagement between the firm and a household. This architecture insulates decision-making from the asset-gathering pressures and product-manufacturing conflicts that define larger wealth-management aggregators, while also limiting the firm's capacity to invest in institutional-grade operations, compliance infrastructure, or alternative-asset access.

## Sectors

- Wealth Management

## Related profiles

- [Kasikornbank](https://altss.com/profile/kasikornbank)
- [Kassouf Wealth Advisors](https://altss.com/profile/kassouf-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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