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KAIYO WEALTH LLC

SAN DIEGO, CA · CRD 316431 · IAPD ↗ · kaiyowealth.com · (858) 252-4403

$240.1MRegulatory AUM
3Advisory reps
4Employees
3Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
May 2026 — KAIYO WEALTH LLC notice-filed in AZ, ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2026 — KAIYO WEALTH LLC (SAN DIEGO, CA) is newly SEC-registered with $240.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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