KAI WEALTH LLC

Overview

KAI Wealth LLC is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals and families. The firm is SEC-registered as of 2024 and is structured as a limited liability company under individual ownership. Its advisory work centers on financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers on behalf of clients. Investment activity skews toward publicly traded equities—exchange‑traded securities represent the single largest asset class the firm manages—but KAI Wealth also integrates mutual funds and allocates client capital to external alternative managers. Fee arrangements are flexible and include a percentage of AUM as well as hourly, subscription, and fixed-fee options, which supports both comprehensive planning engagements and asset-management-only mandates. The firm does not position itself as an ESG investor and is not registered as a multi‑state adviser.

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Location & Offices