A complete list of active advisors currently associated with Kai Wealth LLC
Warmer can help you find a great advisor at Kai Wealth LLC or one who fits your needs even better.
Kai Wealth LLC provides investment management, financial planning, and investment consulting primarily for high‑net‑worth and other sophisticated investors. The firm offers portfolio management for individuals and charges advisory fees based on assets under management with additional strategy fees for certain services. Its investment approach emphasizes risk‑managed portfolio construction using thematic equity strategies, alternative investments, and options‑based overlays, and services are delivered under both discretionary and non‑discretionary mandates as set out in client agreements. The brochure discloses a substantial non‑discretionary asset block alongside discretionary mandates and describes use of listed exchange‑traded options, option overlays, and box‑spread financing to modify exposure, generate yield, or hedge positions. Distinctive operational aspects include an affiliated CFTC‑registered commodity firm (Kai Volatility) and a role as subadviser to private fund‑of‑funds sponsored by a third‑party sponsor, arrangements the brochure identifies as potential sources of conflicts when recommending affiliated or subadvised vehicles. The firm’s combination of multi‑manager fund‑of‑fund activity, explicit use of option‑based financing in separately managed accounts, and layered strategy fees sets it apart from many peers.
To learn more about the advisors currently working at Kai Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Kai Wealth LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 0
| |
Gilbert, AZ
| 19
| |
Chicago, IL
| 1
| |
Chicago, IL
| 3
|
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