|
⚲
|
| Keyboard |
| Kaiyo Wealth LLC
✚
|
|
|---|---|
| CRD # | 316431 |
| SEC # | 801-135677 |
| CIK # | |
| AUM | 240.1 M (2026-04-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-252-4403 |
| Address | 3511 Camino del Rio S San Diego, CA 92108 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 11.1 |
| (b) Individuals (high net worth individuals) | 52 | 229.0 |
| (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 | 294 | 240.1 |
| By Discretionary | ||
| Discretionary | 294 | 240.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 294 | 240.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.1 | |
| Total | 294 | 240.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Retirewise Tax and Wealth Advisors Inc
✚
|
KS | 242.8 M |
|
210 Wealth Management Inc
✚
|
IL | 242.8 M |
|
MUNN Wealth Management LLC
✚
|
OH | 242.3 M |
|
Revolution Capital LLC
✚
|
NE | 241.9 M |
|
Bayntree Wealth Advisors LLC
✚
|
AZ | 241.1 M |
|
Carolina Financial Advisors Inc
✚
|
NC | 240.9 M |
|
Forefront Wealth Partners LLC
✚
|
TX | 239.8 M |
|
Investors Portfolio Services LLC
✚
|
WA | 238.8 M |
|
Total Wealth Planning and Management Inc
✚
|
238.8 M | |
|
Quest 10 Wealth Builders Inc
✚
|
NC | 237.7 M |