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KAIYO WEALTH LLC
CRD 316431 · SEC 801-135677
3511 CAMINO DEL RIO S, SUITE 204, SAN DIEGO, CA, 92108, United States
Phone
(858) 252-4403
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.1M
Discretionary AUM
$240.1M
Team
4 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $11.1M |
| High net worth individuals | 52 | $229.0M |
States served
AZ, CA, ID, TX
All web addresses on file
Official SEC filing: View on IAPD