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JAYKAY WEALTH ADVISORS, INC.
CRD 170192 · SEC 801-113311
6200 SAVOY DR., #300, HOUSTON, TX, 77036, United States
Phone
713-780-4575
Fax
713-780-2509
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.8M
Discretionary AUM
$173.8M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $17.5M |
| High net worth individuals | 88 | $147.9M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD