A complete list of active advisors currently associated with Kairos Family Wealth LLC

Warmer can help you find a great advisor at Kairos Family Wealth LLC or one who fits your needs even better.

Kairos Family Wealth LLC is a newly formed investment adviser that currently reports no assets, no registered advisors, and no clients. The firm offers discretionary portfolio management for individual and high‑net‑worth clients and also provides outsourced CFO services and standalone financial planning. The firm documents client objectives in an Investment Policy Statement, generally seeks discretionary authority to implement asset allocation and security selection, and states it will act as a fiduciary for retirement accounts. Its investment process draws on fundamental, quantitative, modern portfolio theory and technical analysis and can employ long‑ and short‑term trading, margin transactions, and a broad range of instruments from mutual funds and fixed income to REITs, private placements, venture capital interests, and ETFs; the firm also requires clients to use a specified custodian for account implementation. Distinctive features disclosed in the brochure include that the firm’s principal is a licensed attorney and is also licensed to sell insurance, creating legal and insurance affiliations and the potential for insurance commission compensation that the firm discloses as a conflict to clients. The adviser also uses negotiated fixed fees for its CFO/financial planning engagements rather than performance fees, does not act as a private‑fund adviser or select third‑party managers, and emphasizes written conflict disclosures and client choice when recommending insurance or other third‑party products.

To learn more about the advisors currently working at Kairos Family 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.

Name	Location	Years of experience
Yolla Kairouz	Los Angeles, CA	18

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