Bank / Wealth / Trust

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Kairos Private Wealth

Kairos Private Wealth was established in 2020 in Lake Mary, Florida, a market that sits inside the greater Orlando wealth corridor. The firm registered as an...

Kairos Private Wealth logo

Kairos Private Wealth

Kairos Private Wealth was established in 2020 in Lake Mary, Florida, a market that sits inside the greater Orlando wealth corridor. The firm registered as an investment adviser to serve individuals and business entities, combining discretionary portfolio management with non-discretionary advisory. Lake Mary itself has become a hub for regional wealth practices, sitting in Seminole County with proximity to retirement and professional-service flows. No founder or lead advisor names appear in the firm's public filings or online presence, keeping the operator behind the entity structure. The firm's strategy layers standard retail and private-client capabilities: direct portfolio construction on a discretionary basis alongside consultative planning for clients who retain trade authority. The typical asset mix likely spans mutual funds, ETFs, and individual equity and fixed-income positions, with planning services covering retirement, tax-aware withdrawal, and estate coordination. No named portfolio holdings, model-provider relationships, or third-party manager platforms are publicly confirmed. The geographic focus centers on Central Florida, with Lake Mary's concentration of financial-services professionals and proximity to Orlando's professional class forming the natural client gravity. Team size and total assets under management remain undisclosed. The firm shows no additional office locations beyond the Lake Mary headquarters. There is no evidence of adjacent vehicles — no philanthropic foundation, no family-office affiliate, no RIA roll-up platform, and no membership in peer networks like Tiger 21 or M Financial Group that would signal scale ambition. The firm also does not appear to have registered any form ADV amendments or public announcements marking an operational change in the last 24 months. What distinguishes Kairos structurally is its opacity: a post-2020 Florida RIA launched without named principals, without digital brand presence beyond its domain, and without the growth narrative typical of de novo wealth managers. In an era of spinouts and aggregator-backed launches, the firm's quiet posture suggests either a single-advisor book operating under a filing umbrella or a deliberately low-profile practice serving a tight local client base.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Lake Mary

Corporate office

Lake Mary, FL, United States

Frequently asked questions

Who runs investment decisions at Kairos Private Wealth?

Kairos Private Wealth has not publicly disclosed its principals, advisors, or chief investment officer. No individual names appear in the firm's online presence or available regulatory filings. The firm's Form ADV, if filed, would list its control persons and investment committee members, but those details are not publicly surfaced.

How does Kairos Private Wealth construct client portfolios?

The firm provides both discretionary and non-discretionary portfolio management, according to its public record. In discretionary accounts, Kairos makes buy and sell decisions without requiring client approval per trade. Non-discretionary relationships leave the client retaining final trade authority, with Kairos serving in a consultative capacity. Actual asset-allocation models, manager platforms, or vehicle preferences are not disclosed.

Does Kairos Private Wealth disclose its assets under management?

No. Kairos Private Wealth has not published an AUM figure, and no external publication or regulatory snapshot has reported one. The firm appears to operate below the threshold that attracts third-party AUM tracking from databases or industry press.

What types of clients does Kairos Private Wealth serve?

Kairos Private Wealth works with individuals and business entities, per its foundational description. The Lake Mary location in Seminole County suggests a client base drawn from Central Florida's professional and retiree populations. The firm does not publish client-count data, minimums, or stated net-worth thresholds.

Is Kairos Private Wealth part of a larger financial institution?

There is no public indication that Kairos Private Wealth operates as a division of a bank, trust company, or larger wealth-management platform. It presents as a standalone Florida RIA founded in 2020. No parent company, holding entity, or strategic-backer relationship has been disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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