Matthew Hardy Cobas
Investment adviser representative at Kaiyo Wealth LLC
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$240.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- Kaiyo Wealth LLCSep 2021 to now
- Origin Investment Advisory LLCDec 2022 to Nov 2024
- Msec, LLCJan 2018 to Apr 2018
- Mariner Wealth AdvisorsDec 2017 to Oct 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2017
- Wells Fargo Advisors, LLCOct 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Kaiyo Wealth LLC
$240.1MAssets managed
86Clients
3Advisers
Under 1 yearIn 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
- 6396310
- Firm CRD
- 316431