KAI WEALTH LLC
CRD #332136 SEC #801-131183 CHICAGO, IL 312-605-8020
SEC Registered
Total AUM
$108M
Discretionary
$108M
Employees
5
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $174.6M | $81.6M | $93M | 5 | 0 |
| Oct 2025 | $108M | $108M | $0 | 5 | 0 |
| Aug 2025 | $108M | $108M | $0 | 5 | 0 |
| Feb 2025 | $108M | $108M | $0 | 5 | 0 |
| Feb 2025 | $108M | $108M | $0 | 5 | 0 |
| Jan 2025 | $108M | $108M | $0 | 5 | 0 |
DateOct 2025
Total AUM$174.6M
Discretionary$81.6M
Non-Disc.$93M
Employees5
Clients0
DateOct 2025
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients0