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KAIZEN WEALTH MANAGEMENT, LLC
CRD 131466 · SEC 801-63158
18 BROAD STREET, SUITE 300, CHARLESTON, SC, 29401, United States
Phone
212-362-3250
Fax
800-446-7403
Registration
— (—)
Source
State registered
Total AUM
$68.5M
Discretionary AUM
$68.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.4M |
| High net worth individuals | 19 | $67.1M |
All web addresses on file
Official SEC filing: View on IAPD