Kaiyo Wealth LLC: new SEC registration, $240M AUM, San Diego, CA
Kaiyo Wealth LLC (San Diego, California): new SEC registration, $240M AUM, San Diego, CA. Its amount of 240 is above the median of 134 (72nd percentile). Dated 222 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 240 · 72th percentile of 1,149 NewRiaPulse records · 1.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Kaiyo Wealth LLC |
| Legal name | Kaiyo Wealth LLC |
| CRD | 316431 |
| Status | Approved |
| Registered with the SEC | 2026-03-27 |
| Latest Form ADV filing | 2026-04-20 |
| Location | San Diego, CA, United States |
| Regulatory AUM | $240,126,229 |
| Accounts | 294 |
| Employees | 4 |
| Website | https://www.kaiyowealth.com |
| amount percentile | 72th of 1,149 (median 134, 1.8x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Kaiyo Wealth LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Kaiyo Wealth LLC's amount: 72nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $240M under management.
- Website on file.
What is the NewRiaPulse record for Kaiyo Wealth LLC in San Diego, California?
Kaiyo Wealth LLC received SEC registration as an investment adviser (2026-03-27) with $240,126,229 in regulatory assets under management, based in San Diego, CA.
How does Kaiyo Wealth LLC compare to other California NewRiaPulse records?
Its amount of 240 sits in the upper half (72th percentile) of 1,149 records; the median is 134. It is 222 days old; check the official source for later updates before acting.
Kaiyo Wealth LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Kaiyo Wealth LLC | San Diego, CA | 240 | 72nd | 2026-03-27 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
Related records
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- Leonard Advisory Group LLC
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- Cs Tomasi Wealth Management
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.