{
  "crd_number": 121845,
  "slug": "easan-katir-wealth-management-121845",
  "primary_business_name": "EASAN KATIR WEALTH MANAGEMENT",
  "legal_name": "KATIR, EASAN",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2001-11-28",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 9764000.0,
  "raum_discretionary": 4602000.0,
  "raum_non_discretionary": 5162000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 98000.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 1675965.0,
      "count": 41
    },
    "pension_profit_sharing": {
      "raum": 682222.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 7307813.0,
      "count": 16
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://easankatir.com",
    "https://linkedin.com/IN/EASAN-KATIR-B765B43",
    "https://x.com/EASAN1",
    "https://youtube.com/channel/UCvIYgJgYYYbv4ZkpDVDbQbw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121845",
  "listing_state": "CA",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/easan-katir-wealth-management-121845",
  "display_name": "Easan Katir Wealth Management",
  "summary": "Easan Katir Wealth Management is a state-registered investment advisory firm, registered since 2001, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Easan Katir Wealth Management (CRD 121845): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Easan Katir Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Easan Katir Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Easan Katir Wealth Management registered with the SEC or a state?",
      "a": "Easan Katir Wealth Management is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 121845."
    },
    {
      "q": "How much does Easan Katir Wealth Management manage?",
      "a": "Easan Katir Wealth Management reports $9,764,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (47% discretionary)."
    },
    {
      "q": "What types of clients does Easan Katir Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (16); pension and profit sharing plans (but not the plan participants or government pension plans) (4)."
    },
    {
      "q": "Does Easan Katir Wealth Management report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121845"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/easan-katir-wealth-management-121845.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 1675965.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 7307813.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 682222.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 98000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121845",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}