KAI WEALTH LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $275.2M |
| Discretionary | $182.2M66% of AUM |
| Non-Discretionary | $93.0M |
| Client Accounts | 23 |
| Avg Account Size | $12.0M |
| Employees | 6 |
| Peak AUM | $275.2MApr 2026 |
| AUM CAGR |
AUM by Client Type
Total AUM
$275M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $275M | +154.8% | — | — | |
| Discretionary AUM | $182M | ||||
Key Metrics
| Total AUM | $275.2M |
| Discretionary | $182.2M |
| Employees | 6 |
| Client Accounts | 23 |
| Client Range | 1-10 |
Contact & Location
Address
401 WEST SUPERIOR STREET
CHICAGO IL 60654
Phone
312-605-8020
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMHourlySubscriptionFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$182M
66.2% of AUM
Non-Discretionary
$93M
33.8% of AUM
Disc. mix ▼ 33.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported