Cem A Karsan
Investment adviser representative at Kai Wealth LLC
15 yearsExperience
1 stateRegistered in
$407.7MFirm assets
2 yearsFirm in business
Are you Cem A Karsan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Kai Wealth LLCApr 2023 to now
- Kai Volatility Advisors LLCSep 2020 to now
- Aegea CapitalApr 2011 to Sep 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Kai Wealth LLC
$407.7MAssets managed
45Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4016630
- Firm CRD
- 332136