Kai Wealth LLC

RIASEC Registered

Total AUM

$408M

Discretionary

$308M

75% of AUM

Avg account

$9.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 332136
Registered since: October 2, 2024
Website: kaiwealth.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: HNWI98.97%
Individuals1.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

KAI Wealth LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on individual and family clients. The firm is registered with the SEC (2024) and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model is flexible, combining percentage-of-AUM billing with hourly, subscription, and fixed-fee arrangements. KAI Wealth does not identify as an active ESG investor and lists an industry affiliation as a CPO/CTA.