Kaydan Wealth Management, Inc.
Firm details
- Headquarters
- Fenton, Michigan
- CRD number
- 108964
- Registered since
- August 31, 2020
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.67%
- Individuals26.29%
- Pension & Profit Sharing Plans1.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kaydan Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Kaydan is SEC-registered (registered in 2020). The firm does not identify as an ESG investor, does not act as a capital allocator, and does not advertise pension consulting or related-adviser services. Kaydan received recognition from Citywire in 2021 as part of its "50 Growers Across America" list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents12%
- Exchange Traded Equities6%
- Other1%
Contacts
3 of 6
Mathew Britt
DirectorCRD 5645825
Jennifer Slater
Associate Wealth AdvisorCRD 5671666
James Kruzan
FounderCRD 1094690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$322M in ETFs
88%
$283M
10%
$39M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $36.1M | 167,028 | 11.21% |
Location
Fenton, MI
Genesee
Location
Fenton, MI
Headquartered in Fenton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Genesee
- Address
- 329 W Silver Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
4square Advisory Services, Inc.
RIAFenton, MI
Bright Financial Advisors, Inc.
RIAPortage, MI
Trunorth Capital Management, LLC
RIAKalamazoo, MI
Sturbridge Capital LLC
RIABirmingham, MI
Valstone Partners VI
RIABirmingham, MI
Altrius Capital Management, Inc.
RIANovi, MI