# Kaiyo Wealth LLC

> Kaiyo Wealth LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 316431
- Filed as: KAIYO WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316431
- AdvisorCensus page: https://advisorcensus.com/firm/kaiyo-wealth-llc-san-diego-ca-316431

## Quick answers

**How is Kaiyo Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kaiyo Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Kaiyo Wealth LLC located?**
Kaiyo Wealth LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Kaiyo Wealth LLC registered with the SEC or a state?**
Kaiyo Wealth LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 316431.

**How much does Kaiyo Wealth LLC manage?**
Kaiyo Wealth LLC reports $240,126,229 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**What types of clients does Kaiyo Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (34).

**Which custodians does Kaiyo Wealth LLC use?**
Kaiyo Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Kaiyo Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316431

**Does Kaiyo Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "There is no account minimum for any of KWL’s services."

**What changed in Kaiyo Wealth LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in AZ, ID.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> There is no account minimum for any of KWL’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $240,126,229
- Discretionary: $240,126,229
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $11,147,762 |
| High net worth individuals | 52 | $228,978,467 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kaiyowealth.com
- LinkedIn @kaiyo-wealth
- YouTube @kaiyowealth8133

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in AZ, ID.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kaiyo Wealth LLC (CRD 316431): Form ADV filing data as of October 2026.