|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| KAI Wealth LLC
✚
|
|
|---|---|
| CRD # | 332136 |
| SEC # | 801-131183 |
| CIK # | |
| AUM | $108.0 M (2025-02-21) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 312-605-8020 |
| Address | 401 West Superior Street Chicago, IL 60654 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 108.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 108.0 |
| By Discretionary | ||
| Discretionary | 7 | 108.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 108.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 100.0 | |
| United States Persons | 8.0 | |
| Total | 7 | 108.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lifespring Wealth Management LLC
✚
|
0.1 | |
|
Peapod Lane Capital LLC
✚
|
NY | 0.1 |
|
1st Discount Brokerage Inc
✚
|
FL | 0.1 |
|
Inkwell Capital LLC
✚
|
0.1 | |
|
Brighttree Wealth Management LLC
✚
|
0.1 | |
|
BQS Financial Advisors LLC
✚
|
NY | 0.1 |
|
Franklin Parker Financial LLC
✚
|
0.1 | |
|
Columbia Benefits LLC
✚
|
CO | 0.1 |
|
Summit Wealth Management LLC
✚
|
OH | 0.1 |
|
Wall Capital Group Inc
✚
|
AZ | 0.1 |