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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 89 clients, or 29.7 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on April 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MATTHEW HARDY COBAS
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #6396310
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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 |
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Separately Managed Accounts
SMA allocation detail is available
Kaiyo Wealth LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.