Kaiyo Wealth LLC
● SEC registered since 2026CRD 316431SEC# 801-135677San Diego, CA
Reg. AUM
$240.1M
Employees
4
Accounts
294
Location
San Diego, CA
Kaiyo Wealth LLC assets under management
Kaiyo Wealth LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2026. It reports $240.1 million in regulatory assets under management and employs 4 people.
Kaiyo Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Hardy Cobas Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Kaiyo Wealth LLC manage?
Kaiyo Wealth LLC reports $240.1 million in regulatory assets under management on its Form ADV.
How many employees does Kaiyo Wealth LLC have?
Kaiyo Wealth LLC reports 4 employees.
Where is Kaiyo Wealth LLC located?
Kaiyo Wealth LLC is based in San Diego, CA and has been SEC-registered since 2026.
Does Kaiyo Wealth LLC disclose fund performance?
Kaiyo Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3511 Camino del Rio S, Suite 204, San Diego, CA 92108 |
| Phone | (858) 252-4403 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$240.1MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$240.1Mregulatory AUM
Discretionary $240.1M