Kai Wealth LLC
Kai Wealth LLC is an SEC-registered ria in Chicago, IL with $275.2M assets under management (AUM, regulatory AUM), +155% over one year. See who owns Kai Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332136, SEC 801-131183, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $275.2M (2026-04-02)
- Firm type
- Ria
- Location
- Chicago, IL
- Employees
- 6
- Clients
- 23
- CRD
- 332136
- Ownership
- WEBER, SCOTT, JAMES; KARSAN, CEM, A; HOLMES, JOHN, PHILLIP
How much AUM does Kai Wealth LLC have?
Kai Wealth LLC reported $275.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Kai Wealth LLC?
Disclosed owners and executives of Kai Wealth LLC include WEBER, SCOTT, JAMES, KARSAN, CEM, A, HOLMES, JOHN, PHILLIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.