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Kai Wealth LLC

● SEC registered since 2024CRD 332136SEC# 801-131183Chicago, IL
Export (members)
Reg. AUM
$108M
Employees
5
Accounts
7
Location
Chicago, IL

Kai Wealth LLC assets under management

Kai Wealth LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $108 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/kai-wealthView on SEC.gov ↗

Kai Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Cem A Karsan ControlChief Compliance OfficerOver 75%2024
John Phillip Holmes ControlHead Of Business DevelopmentUnder 5%2024
Scott James Weber ControlChief Operating OfficerUnder 5%2024

Frequently asked questions

How much does Kai Wealth LLC manage?

Kai Wealth LLC reports $108 million in regulatory assets under management on its Form ADV.

How many employees does Kai Wealth LLC have?

Kai Wealth LLC reports 5 employees.

Where is Kai Wealth LLC located?

Kai Wealth LLC is based in Chicago, IL and has been SEC-registered since 2024.

Does Kai Wealth LLC disclose fund performance?

Kai Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address401 West Superior Street, Suite 001, Chicago, IL 60654
Phone312-605-8020
Office hours8:00 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108M
Non-discretionary$0
Total (RAUM)$108M