KAIZEN WEALTH MANAGEMENT, LLC

Overview

Kaizen Wealth Management, LLC is an independent, fee-based registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small business owners. The firm favors equity-centered portfolios, using exchange-traded securities as a core building block of client accounts and managing assets on a percentage-of-AUM fee schedule. Kaizen operates with a relatively concentrated client base — a small number of high-net-worth relationships that receive customized, discretionary management rather than institutional or pension consulting services. The firm does not position itself as an ESG-focused manager and is not structured as a multi-state adviser or a capital allocator to third-party private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices