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Kaiyo Wealth LLC

● SEC registered since 2026CRD 316431SEC# 801-135677San Diego, CA
Export (members)
Reg. AUM
$240.1M
Employees
4
Accounts
294
Location
San Diego, CA

Kaiyo Wealth LLC assets under management

Kaiyo Wealth LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2026. It reports $240.1 million in regulatory assets under management and employs 4 people.

Kaiyo Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Hardy Cobas ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Kaiyo Wealth LLC manage?

Kaiyo Wealth LLC reports $240.1 million in regulatory assets under management on its Form ADV.

How many employees does Kaiyo Wealth LLC have?

Kaiyo Wealth LLC reports 4 employees.

Where is Kaiyo Wealth LLC located?

Kaiyo Wealth LLC is based in San Diego, CA and has been SEC-registered since 2026.

Does Kaiyo Wealth LLC disclose fund performance?

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

Contact & registration

Address3511 Camino del Rio S, Suite 204, San Diego, CA 92108
Phone(858) 252-4403
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$240.1M
Non-discretionary$0
Total (RAUM)$240.1M