KAIYO WEALTH LLC

KAIYO WEALTH LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 316431). Regulatory assets under management: $240.1M.

Registration

• CRD: 316431
• SEC file number: 801-135677
• Type: Registered investment adviser
• Location: 3511 CAMINO DEL RIO S, SUITE 204, SAN DIEGO, CA, 92108
• Phone: (858) 252-4403
• Latest filing: 2026-04-20
• Regulatory AUM: $240.1M
• Discretionary AUM: $240.1M
• Clients: 4
• Accounts: 294

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 316431 on SEC IAPD (source of record)
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