Overview
Assets Under Management: $240 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 52
Average Client Assets: $4 million
Frequently Asked Questions
KAIYO WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316431), KAIYO WEALTH LLC is subject to fiduciary duty under federal law.
KAIYO WEALTH LLC is headquartered in SAN DIEGO, CA.
KAIYO WEALTH LLC serves 52 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, KAIYO WEALTH LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
KAIYO WEALTH LLC manages $240 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, KAIYO WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.36
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 294
Discretionary Accounts: 294
Regulatory Filings
CRD Number: 316431
Filing ID: 2058796
Last Filing Date: 2026-02-25 12:33:47