1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2KAIYO WEALTH LLC

Map pinSAN DIEGO, CA
Phone(858) 252-4403
NotebookSEC #801-135677
Total AUM
$240.1M
Employees
4
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3511 CAMINO DEL RIO S
SUITE 204
SAN DIEGO
CA 92108
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(858) 252-4403

ReceiptFinancials

Total AUM
$240.1M
Accounts
294
Discretionary
$240.1M
Accounts
294
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
34
AUM
$11.1M
HNW Individual Clients
52
AUM
$229M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account