KAIROS PRIVATE WEALTH, INC.
CRD #311653 SEC #801-119996 LAKE MARY, FL 407-878-1229
SEC Registered
Total AUM
$114.8M
Discretionary
$107.1M
Employees
3
Clients
51
Accounts
541
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 7, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAUERLE, TAYLOR, ALEXANDER | I | PRINCIPAL, CCO | E | Control |
| BAUERLE, TAYLOR, ALEXANDER | I | PRINCIPAL, CCO | E | Control |
| BAUERLE, TAYLOR, ALEXANDER | I | PRINCIPAL, CCO | E | Control |
| BAUERLE, TAYLOR, ALEXANDER | I | PRINCIPAL, CCO | E | Control |
| BAUERLE, TAYLOR, ALEXANDER | I | PRINCIPAL, CCO | E | Control |
| BAUERLE, TAYLOR, ALEXANDER | I | PRINCIPAL, CCO | E | Control |
| BAUERLE, TAYLOR, ALEXANDER | I | PRINCIPAL, CCO | E | Control |
Registrations
Federal
IA
Dec 7, 2022 REGISTERED
Notice Filings (3)
FL NC TX
Address
801 INTERNATIONAL PKWY,SUITE 500
LAKE MARY, FL 32746
United States
Phone: 407-878-1229