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Kaiyo Wealth LLC

EST. AUM
$240,126,229

CONTACTS

CLIENT ACCOUNTS
294

Firm Details

Metro area San Diego
CRD Number 316431
Website kaiyowealth.com
Client types

Overview

Kaiyo Wealth LLC is a San Diego-based registered investment adviser focused on financial planning and investment management. The firm was founded in 2021 by Matt Cobas to provide independent, fiduciary advice tailored to client needs. Its core services center on retirement, investment, estate, tax, and risk planning for individuals and families. The firm emphasizes disciplined, diversified, low-cost, liquid, and tax-efficient portfolio construction, primarily using ETFs and related public-market strategies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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