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KAIZEN FINANCIAL ADVISORS, LLC

CRD 155353 · SEC 801-115111

Visit website

4030 LAKE WASHINGTON BLVD, SUITE 308, KIRKLAND, WA, 98033, United States

Phone

425-321-5800

Fax

425-321-5800

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$283.7M

Discretionary AUM

$283.7M

Team

4 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals70$32.1M
High net worth individuals80$230.2M

States served

CA, WA

All web addresses on file

Official SEC filing: View on IAPD