Kaizen Wealth Management, LLC

Overview

Kaizen Wealth Management, LLC is a single-owner limited liability company that provides financial planning and acts as a capital allocator. The firm’s advisory scope, as reported, centers on financial planning and the selection of other advisers rather than on running an internal investment platform. Compensation is billed on an hourly basis (with other unspecified fee arrangements also noted). Kaizen is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant. The firm lists an affiliation with an insurance company, which may inform some of its product access or distribution relationships.

Assets & Accounts

Investments & Alternatives