← Back to searchVisit website
KAI WEALTH LLC
CRD 332136 · SEC 801-131183
401 WEST SUPERIOR STREET, SUITE 001, CHICAGO, IL, 60654, United States
Phone
312-605-8020
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.2M
Discretionary AUM
$182.2M
Team
6 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $6.0M |
| High net worth individuals | 17 | $269.2M |
States served
AZ, IL, TX
All web addresses on file
Official SEC filing: View on IAPD