Data / Investment advisers / California / Kaiyo Wealth LLC
Kaiyo Wealth LLC, San Diego, CA: $240 million AUM, SEC registered investment adviser
Kaiyo Wealth LLC is an SEC registered investment adviser with its main office in San Diego, California and reports $240 million in regulatory assets under management in its Form ADV filed April 20, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 316431
- SEC file number
- 801-135677
- SEC status
- Approved, effective March 27, 2026
- Main office
- 3511 Camino Del Rio S Suite 204, San Diego, CA 92108
- Phone
- (858) 252-4403
- Website
- kaiyowealth.com
- Regulatory AUM
- $240,126,229 in the Form ADV filed April 20, 2026
- Discretionary AUM
- $240,126,229
- Accounts
- 294
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 52 | $229 million |
| Individuals (other than high net worth individuals) | 34 | $11.1 million |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mission Hills Financial Advisory LLC | San Diego | $274.1 million | Not listed | adviserinfo.sec.gov |
| Healthpointcapital Management, LLC | San Diego | $271.3 million | 3 | adviserinfo.sec.gov |
| Chokshi & Queen Wealth Advisors | San Diego | $263.3 million | Not listed | adviserinfo.sec.gov |
| Pacific Capital Associates | San Diego | $258.8 million | Not listed | adviserinfo.sec.gov |
| International Private Wealth Advisors LLC | San Diego | $255.3 million | Not listed | adviserinfo.sec.gov |
| Trivant Custom Portfolio Group LLC | San Diego | $239.4 million | Not listed | adviserinfo.sec.gov |
| Bamboo Wealth Strategies | San Diego | $235.7 million | Not listed | adviserinfo.sec.gov |
| D'Arcy Capital Management, LLC | San Diego | $225.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Kaiyo Wealth LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.