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JAYKAY WEALTH ADVISORS, INC.

HOUSTON, TX · CRD 170192 · IAPD ↗ · 713-780-4575

$173.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — JAYKAY WEALTH ADVISORS, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.