Jaykay Wealth Advisors, Inc.
Jaykay Wealth Advisors, Inc. is an SEC-registered wealth manager in Houston, TX with $173.8M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Jaykay Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170192, SEC 801-113311, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $173.8M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 6
- Clients
- 139
- CRD
- 170192
- Ownership
- KABAD, KANCHAN; ANASUYA KABAD HERITAGE TRUST; ANASUYA KABAD HERITAGE TRUST, ANASUYA KABAD, TRUSTEE; KABAD, ANASUYA; KABAD, JAYANTH, RAO
How much AUM does Jaykay Wealth Advisors, Inc. have?
Jaykay Wealth Advisors, Inc. reported $173.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Jaykay Wealth Advisors, Inc.?
Disclosed owners and executives of Jaykay Wealth Advisors, Inc. include KABAD, KANCHAN, ANASUYA KABAD HERITAGE TRUST, ANASUYA KABAD HERITAGE TRUST, ANASUYA KABAD, TRUSTEE, KABAD, ANASUYA, KABAD, JAYANTH, RAO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.