Kaiyo Wealth LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 316431
- Registered since
- March 27, 2026
- Website
- www.kaiyowealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.36%
- Individuals4.64%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kaiyo Wealth LLC is an independent, individual-owned RIA organized as a limited liability company and SEC-registered in 2026. The firm positions itself as a capital allocator for individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars. Its fee arrangements include percentage-of-AUM billing as well as fixed fees. Kaiyo does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents43%
- Private Funds6%
- Exchange Traded Equities5%
- State & Local Bonds2%
Contacts
3 of 3
Jeremy Kovacevich
Partner, Wealth AdvisorCRD 5860889
Matthew Cobas
FounderCRD 6396310
Kevin Hoyle
Senior Financial AdvisorCRD 1105896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 3511 Camino Del Rio S
- Time zone
- PT (UTC-8)
- Office locations
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