KAI Wealth LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 332136
- Registered since
- October 2, 2024
- Website
- kaiwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI97.82%
- Individuals2.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
KAI Wealth LLC is an independent, SEC-registered registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is organized as an LLC, is owned by an individual, and lists SEC registration in 2024 while not being flagged as a newly formed adviser. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include asset-based fees, hourly billing, subscription fees, and fixed fees. KAI Wealth does not identify as an active ESG investor and is not designated as a multi-state adviser. The firm also indicates an industry affiliation with CPO/CTA activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Private Funds20%
- Non-Exchange Traded Equities16%
- Cash & Cash Equivalents14%
- Derivatives10%
Owners & executives
1 of 1Scott Weber
Chief Operating OfficerCRD 4657236
Contacts
3 of 3
Kristopher Johnson
Director of Financial PlanningCRD 4066339
Cem Karsan
Founder and Senior Managing PartnerCRD 4016630
Marcin Szczepaniak
Investor Relations AssociateCRD 6647235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 401 W Superior St
- Time zone
- CT (UTC-6)
- Office locations
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