# Kairos Private Wealth

Kairos Private Wealth is a Bank / Wealth / Trust based in Lake Mary, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Mary, United States
- **Region:** North America
- **Address:** Lake Mary, FL, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** kairosprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/kairos-private-wealth-inc

## Regulatory record

- **Reports private funds:** No

## About

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. 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. 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.

## Questions

### 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.

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Last updated: 2026-08-11T02:43:31.692Z

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