Jaykay Wealth Advisors, Inc.
● SEC registered since 2018CRD 170192SEC# 801-113311Houston, TX
Reg. AUM
$173.8M
Employees
6
Accounts
354
Location
Houston, TX
Jaykay Wealth Advisors, Inc. assets under management
Jaykay Wealth Advisors, Inc. is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2018. It reports $173.8 million in regulatory assets under management and employs 6 people.
Jaykay Wealth Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anasuya Kabad Heritage Trust, Anasuya Kabad, Trustee Control | Minority Owner | 25-50% | 2020 |
| Jayanth Rao Kabad Control | President And Chief Compliance Officer | 25-50% | 2003 |
| Anasuya Kabad Meyer Control | Trustee | — | 2020 |
Frequently asked questions
How much does Jaykay Wealth Advisors, Inc. manage?
Jaykay Wealth Advisors, Inc. reports $173.8 million in regulatory assets under management on its Form ADV.
How many employees does Jaykay Wealth Advisors, Inc. have?
Jaykay Wealth Advisors, Inc. reports 6 employees.
Where is Jaykay Wealth Advisors, Inc. located?
Jaykay Wealth Advisors, Inc. is based in Houston, TX and has been SEC-registered since 2018.
Does Jaykay Wealth Advisors, Inc. disclose fund performance?
Jaykay Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6200 Savoy Dr., #300, Houston, TX 77036 |
| Phone | 713-780-4575 |
| Fax | 713-780-2509 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.8M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$173.8Mregulatory AUM
Discretionary $173.8M