Kaiyo Wealth LLC
SEC RegisteredTrusted financial advice when you need it most.
About the firm
Kaiyo Wealth is a Financial Planning & Investment Management firm based in San Diego, California. Their advisors use their expertise in investments, tax, estate, and financial planning to help clients make decisions and realize financial success. They are fiduciaries committed to putting clients' best interests first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, including investments, tax, estate, and financial planning, using financial modeling and analysis to implement custom financial strategies.
Who they serve
Clients who value professionalism and expertise in managing their wealth, seek to preserve and grow their assets through informed strategic investment management, and appreciate thoughtful, respectful collaboration with sound financial decision-making.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 34 | $11M |
| High Net Worth Individuals | 52 | $229M |
3 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kaiyo Wealth LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched