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KAI WEALTH LLC
CRD 332136File 801-131183
APPROVED
Retail clients
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$275.2M
Below cohort median (national)
Discretionary AUM
$182.2M
Non-discretionary $93.0M
Clients
23
23 accounts
Employees
6
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 2, 2024
- Principal office
- 401 WEST SUPERIOR STREET, SUITE 001, CHICAGO, IL, 60654
- Phone
- 312-605-8020
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $275.2M
- Discretionary AUM
- $182.2M
- Non-discretionary AUM
- $93.0M
- Discretionary accounts
- 22
- Non-discretionary accounts
- 1
- Total accounts
- 23
- AUM per client
- $12.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $269.2M |
| Individuals (other than high net worth individuals) | 6 | $6.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.