Cassandra Smalley Wealth Management

Overview

Cassandra Smalley Wealth Management is a small, independent registered investment advisor focused on serving individual and family clients. The firm is owned and led by Cassandra Smalley and mixes financial planning with discretionary portfolio management and consulting services for small businesses and institutions. Its advisory menu includes ongoing portfolio management, pension consulting, and educational workshops, and it charges clients via a combination of percentage of assets under management, hourly fees and fixed fees. On the investment side the firm favors pooled public funds for core exposure and supplements those positions with allocations to third‑party real estate managers. The practice does not profile itself as an ESG investor and operates as a single‑state adviser, which aligns with its modest scale and hands‑on planning approach. Given the emphasis on mutual funds and external real estate managers, Cassandra Smalley Wealth Management appears to prioritize manager selection and diversified fund sleeves over large direct holdings of individual securities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices