Kai Wealth LLC
● SEC registered since 2024CRD 332136SEC# 801-131183Chicago, IL
Reg. AUM
$407.7M
Employees
9
Accounts
45
Location
Chicago, IL
Kai Wealth LLC assets under management
Kai Wealth LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $407.7 million in regulatory assets under management and employs 9 people.
Kai Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cem A Karsan Control | Chief Compliance Officer | Over 75% | 2024 |
| Michael Patrick Harrigan Control | Chief Operating Officer | Under 5% | 2026 |
Frequently asked questions
How much does Kai Wealth LLC manage?
Kai Wealth LLC reports $407.7 million in regulatory assets under management on its Form ADV.
How many employees does Kai Wealth LLC have?
Kai Wealth LLC reports 9 employees.
Where is Kai Wealth LLC located?
Kai Wealth LLC is based in Chicago, IL and has been SEC-registered since 2024.
Does Kai Wealth LLC disclose fund performance?
Kai Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 401 West Superior Street, Suite 001, Chicago, IL 60654 |
| Phone | 312-605-8020 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$407.7M▲ 277%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers
Assets under management
$407.7Mregulatory AUM
Discretionary $307.7MNon-discretionary $100M