KAI WEALTH LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 332136). Regulatory assets under management: $275.2M.
Compensation: % of AUM, Hourly, Fixed, Subscription.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Cem A Karsan | CHIEF COMPLIANCE OFFICER | — |
| Scott James Weber | CHIEF OPERATING OFFICER | — |
| John Phillip Holmes | HEAD OF BUSINESS DEVELOPMENT | — |
| WEBER MATTHEW JAMES | CHIEF OPERATING OFFICER | — |
| KARSAN CEM A | CHIEF COMPLIANCE OFFICER | — |
| HOLMES JOHN PHILLIP | HEAD OF BUSINESS DEVELOPMENT | — |