KI Capital Wealth Management US LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 317738
- Registered since
- July 23, 2026
- Custodians
- UBS FINANCIAL SERVICES INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses72.42%
- HNWI15.02%
- Individuals12.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
KI Capital Wealth Management US LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management services to both individuals/families and institutional clients, with explicit advisory coverage for individuals/small businesses as well as for businesses and institutions. Its client-fee model combines a percentage-of-assets arrangement with the option for performance-based fees. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser; it also is not designated as a capital allocator. Industry affiliations include relationships with a broker-dealer and with other investment advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities50%
- US Government Bonds30%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds5%
- Sovereign Bonds1%
Owners & executives
1 of 1Gloria Santoyo Sada
Chief Business Development OfficerCRD 8302134
Contacts
3 of 4Leonel Fuentes Perez
Director of InvestmentsCRD 8245003
Leopoldo Reyna Nava
Vice PresidentCRD 7473886

Inigo Reynoso Malvido
Director of Operations and ComplianceCRD 7473256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2980 Mc Farlane Rd
- Time zone
- ET (UTC-5)
- Office locations
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