| Name | Title | Ownership | Since |
|---|---|---|---|
| Anasuya Kabad Heritage Trust, Anasuya Kabad, Trustee Control | Minority Owner | 25-50% | 2020 |
| Jayanth Rao Kabad Control | President And Chief Compliance Officer | 25-50% | 2003 |
| Anasuya Kabad Meyer Control | Trustee | — | 2020 |
Jaykay Wealth Advisors, Inc. reports $170.5 million in regulatory assets under management on its Form ADV.
Jaykay Wealth Advisors, Inc. reports 2 employees.
Jaykay Wealth Advisors, Inc. is based in Houston, TX and has been SEC-registered since 2018.
Jaykay Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6200 Savoy Dr., #300, Houston, TX 77036 |
| Phone | 713-780-4575 |
| Fax | 713-780-2509 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $170.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $170.5M |