K
CRD: 332136
KAI Wealth LLC
Chicago, IL, 60654
3126058020
$275.2M Total AUM
$182.2M Disc. AUM
-- 3Y CAGR
6 Employees
23 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2024
- Office Locations
- 2
Office Locations
401 West Superior Street Suite 001 Chicago IL
-- Gilbert AZ
About KAI Wealth LLC
KAI Wealth LLC is a Chicago-based RIA with 2 offices. The firm has been operating for 2 years. Managing $275.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Insurance.
Team overview
45 AVG AGE
$137.6M AVG AUM / ADVISOR
$12.0M AVG AUM / CLIENT
1 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Signal focus North wave Timber north Meridian foundation Prime Delta
Client Personas
Vertex
Investment Themes
Wave unison Atlas oak
Investment Vehicles
Atlas radial Beacon momentum
Services
Prime unison Matrix vital
Owner & Executives
C
CEM A KARSAN
Chief Compliance Officer
- CRD
- #4016630
- Ownership
- 75% or more
(252) 727-4760
matrix.summit@signalcapital.com
in linkedin.com/in/glacier-north
S
SCOTT JAMES WEBER
CHIEF OPERATING OFFICER, Managing Director
- CRD
- --
- Ownership
- Less than 5%
(732) 948-2266
glacier.glacier@glaciercapital.com
in linkedin.com/in/vertex-bridge
Showing 2 of 2 owners & executives
Unlock allContacts
KRISTOPHER DAVID JOHNSON
--
- CRD
- #4066339
(778) 851-3115
quantum.ember@focuscapital.com
in linkedin.com/in/harbor-vertex
Marcin Andrzej Szczepaniak
--
- CRD
- #6647235
(239) 510-5438
focus.foundation@radialcapital.com
in linkedin.com/in/unison-glacier
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,175,897 | $8,280,723 |
| Non-Discretionary | $93,000,000 | $93,000,000 |
| Total | $275,175,897 | $11,964,169 |
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Separately Managed Accounts
Total SMA Asset: $275,175,897
Equity - Exchange:
22.2% Private Funds:
23.5% Equity - OTC:
23.2% Cash:
19.8% Derivatives:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,711,599,106 | 22.2% |
| Private Funds | $1,811,827,883 | 23.5% |
| Equity - OTC | $1,788,698,165 | 23.2% |
| Cash | $1,526,561,365 | 19.8% |
| Derivatives | $871,219,365 | 11.3% |
| Total | $7,709,905,884 | 100.0% |