This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

KAI WEALTH LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 1, 2022

First registration

May 30, 2024

Dual registered

no

Other names

Marcin Szczepaniak|Marcin Andrzej Szczepaniak

IAPD individual key

6647235

• Occurred

  Dec 8, 2025
  Advisor changed firm

  Marcin Andrzej Szczepaniak left Northwestern Mutual Investment Services,Llc for Kai Wealth Llc (registered 2026-02-03)

  Form ADVobserved 6 days ago
• Occurred

  Feb 11, 2025
  Advisor changed firm

  Marcin Andrzej Szczepaniak left Iht Wealth Management Llc for Northwestern Mutual Investment Services,Llc (registered 2025-07-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:96654d4a-b5fc-9354-3f3d-497beac72a63

First observed

May 30, 2024

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.