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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2025
- 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 |
|---|---|---|---|---|
| HOLMES, JOHN, PHILLIP | I | HEAD OF BUSINESS DEVELOPMENT | NA | Control |
| HOLMES, JOHN, PHILLIP | I | HEAD OF BUSINESS DEVELOPMENT | NA | Control |
| HOLMES, JOHN, PHILLIP | I | HEAD OF BUSINESS DEVELOPMENT | NA | Control |
| HOLMES, JOHN, PHILLIP | I | HEAD OF BUSINESS DEVELOPMENT | NA | Control |
| HOLMES, JOHN, PHILLIP | I | HEAD OF BUSINESS DEVELOPMENT | NA | Control |
| HOLMES, JOHN, PHILLIP | I | HEAD OF BUSINESS DEVELOPMENT | NA | Control |
| HOLMES, JOHN, PHILLIP | I | HEAD OF BUSINESS DEVELOPMENT | NA | Control |
| WEBER, SCOTT, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBER, SCOTT, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBER, SCOTT, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBER, SCOTT, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBER, SCOTT, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBER, SCOTT, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBER, SCOTT, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBER, SCOTT, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| WEBER, SCOTT, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| KARSAN, CEM, A | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KARSAN, CEM, A | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KARSAN, CEM, A | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KARSAN, CEM, A | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KARSAN, CEM, A | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KARSAN, CEM, A | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KARSAN, CEM, A | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KARSAN, CEM, A | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KARSAN, CEM, A | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 9, 2025 REGISTERED
Notice Filings (1)
IL
Address
401 WEST SUPERIOR STREETSUITE 001
CHICAGO, IL 60654
United States
Phone: 312-605-8020