Kairos Private Wealth

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Kairos Private Wealth — overview

Assets Under Management

Type

Wealth Manager

Location

Lake Mary, FL, US

Alternative Asset Classes

-

About

Established in 2020, Kairos Private Wealth was a US-based wealth manager. It was acquired by CapTrust in 2022. It provided investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offered included investment advisory, portfolio management, family office, financial planning, and consulting services. The wealth manager advised individuals, high net-worth individuals, corporations, business owners, pension and profit-sharing plans, defined benefit plans, 401(k) plans, trusts, estates, charitable organizations, corporations, and other business entities.

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