A complete list of active advisors currently associated with Kaiyo Wealth LLC
Warmer can help you find a great advisor at Kaiyo Wealth LLC or one who fits your needs even better.
Kaiyo Wealth LLC provides ongoing discretionary portfolio management and tailored financial planning for individuals, high‑net‑worth individuals, and charitable organizations. The firm offers customized investment programs and project or one‑time financial plans that address areas such as retirement, tax integration, and insurance in the context of each client's overall situation. The firm’s investment approach is grounded in modern portfolio theory and long‑term trading, but it also uses margin and options strategies and may engage outside managers to implement specific allocations. Kaiyo typically operates with discretionary trading authority, documents risk tolerances and client restrictions, and conducts regular portfolio reviews and monitoring. Kaiyo manages roughly $240 million in discretionary assets for about 86 clients with a two‑advisor team, a scale of assets per advisor that is atypical for firms of this size. The firm recently transitioned to SEC registration and generally requires custody with major custodians (primarily Schwab or Fidelity, with occasional use of Altruist), practices that distinguish it from many peers.
To learn more about the advisors currently working at Kaiyo 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 |
|---|---|---|
San Diego, CA
| 9
| |
Couer D Alene, ID
| 28
| |
San Diego, CA
| 10
|
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