JAYKAY WEALTH ADVISORS, INC.
CRD #170192 SEC #801-113311 HOUSTON, TX 713-780-4575
SEC Registered Broker-Dealer
Total AUM
$170.5M
Discretionary
$170.5M
Employees
2
Clients
10
Accounts
357
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $170.5M | $170.5M | $0 | 2 | 0 |
| Jun 2024 | $164.5M | $164.5M | $0 | 3 | 0 |
| Mar 2024 | $164.5M | $164.5M | $0 | 3 | 0 |
| Mar 2023 | $141.4M | $141.4M | $0 | 3 | 0 |
| Mar 2023 | $141.4M | $141.4M | $0 | 3 | 0 |
| Feb 2023 | $141.4M | $141.4M | $0 | 3 | 0 |
| Mar 2022 | $168.6M | $168.6M | $0 | 5 | 0 |
| Mar 2021 | $153.7M | $153.7M | $0 | 5 | 0 |
| Jul 2020 | $132.7M | $132.7M | $0 | 5 | 0 |
| Jun 2020 | $132.7M | $132.7M | $0 | 5 | 0 |
| Mar 2020 | $132.7M | $132.7M | $0 | 5 | 0 |
| Mar 2020 | $132.7M | $132.7M | $0 | 5 | 0 |
| Dec 2019 | $108.2M | $108.2M | $0 | 6 | 2 |
| Jan 2019 | $108.2M | $108.2M | $0 | 6 | 2 |
| Aug 2018 | $114M | $13M | $101M | 6 | 0 |
| Jun 2018 | $114M | $13M | $101M | 6 | 0 |
| Apr 2018 | $114M | $13M | $101M | 6 | 0 |
DateMar 2025
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees6
Clients2
DateJan 2019
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees6
Clients2
DateAug 2018
Total AUM$114M
Discretionary$13M
Non-Disc.$101M
Employees6
Clients0
DateJun 2018
Total AUM$114M
Discretionary$13M
Non-Disc.$101M
Employees6
Clients0
DateApr 2018
Total AUM$114M
Discretionary$13M
Non-Disc.$101M
Employees6
Clients0