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KASPIAN WEALTH MANAGEMENT
KASPIAN WEALTH MANAGEMENT LLC
CRD 162028
172 BROADWAY, FRONT BLDG, SUITE 102, WOODCLIFF LAKE, NJ, 07677, United States
Phone
201-357-8600
Fax
201-862-0494
Registration
— (—)
Source
State registered
Total AUM
$9.0M
Discretionary AUM
$9.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $2.3M |
| High net worth individuals | 32 | $6.7M |
All web addresses on file
Official SEC filing: View on IAPD