This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-2021
- Office Locations
- 2
Office Locations
About Kaiyo Wealth LLC
Kaiyo Wealth is a San Diego-based, fee-only fiduciary providing goals-based financial planning and investment management. The team integrates tax and estate/legacy planning with a disciplined, diversified, long-term approach that primarily uses low-cost, tax-efficient index ETFs. Serves individuals nationwide via secure remote engagement and is expanding through its 2025 acquisition of Personal Financial Management (PFM).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW HARDY COBAS
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #6396310
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
KEVIN DEWEY HOYLE
--
- CRD
- #1105896
JEREMY PAUL KOVACEVICH
Wealth Advisor
- CRD
- #5860889
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,126,229 | $816,756 |
| Non-Discretionary | $0 | -- |
| Total | $240,126,229 | $816,756 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing