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| Keyboard |
| KAI Wealth LLC
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|---|---|
| CRD # | 332136 |
| SEC # | 801-131183 |
| CIK # | |
| AUM | 275.2 M (2026-04-02) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 312-605-8020 |
| Address | 401 West Superior Street Chicago, IL 60654 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 6.0 |
| (b) Individuals (high net worth individuals) | 17 | 269.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 275.2 |
| By Discretionary | ||
| Discretionary | 22 | 182.2 |
| Non-Discretionary | 1 | 93.0 |
| Total | 23 | 275.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 104.0 | |
| United States Persons | 171.2 | |
| Total | 23 | 275.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 254900FBTOHWV9SVFR56 |
| Comparable Firms | State | AUM |
|---|---|---|
|
NorthStar Financial Planning LLC
✚
|
NH | 275.8 M |
|
Intrack Investment Management Inc
✚
|
VT | 275.7 M |
|
Challenger Wealth Management
✚
|
CA | 275.5 M |
|
Spectrum Strategic Capital Management LLC
✚
|
OR | 275.4 M |
|
4wealth Advisors Inc
✚
|
IL | 275.3 M |
|
Michael Russo Ltd
✚
|
IL | 275.1 M |
|
Roserock Wealth Management LLC
✚
|
TX | 275.0 M |
|
Cushing Capital Partners LLC
✚
|
WI | 274.7 M |
|
1492 Capital Management LLC
✚
|
WI | 274.6 M |
|
Berry Wealth Group LP
✚
|
TX | 274.5 M |