Kai Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 2, 2026, reports $275M in regulatory assets under management, 6 employees, and 23 accounts.
Assets Under Management
$275M
Employees
6
Offices
--
Total Clients
23
Primary office
CHICAGO, IL
401 WEST SUPERIOR STREET, SUITE 001, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.9% of total clients.
Top client categories% of clientsClients
1
HNWI
73.9%
17
2
Individuals
26.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$275Mas of April 2, 2026
Discretionary66.2%
$182M
66% of total RAUM66.2%
Non-discretionary33.8%
$93M
34% of total RAUM33.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$275M
Total Accounts23
10Y AUM Change+$275M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee4:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.