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|
| Keyboard |
| Kaizen Financial Advisors LLC
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|
|---|---|
| CRD # | 155353 |
| SEC # | 801-115111 |
| CIK # | |
| AUM | 283.7 M (2026-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 425-321-5800 |
| Address | 4030 Lake Washington Blvd Kirkland, WA 98033 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 20.7 |
| (b) Individuals (high net worth individuals) | 79 | 210.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.2 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 560 | 244.2 |
| By Discretionary | ||
| Discretionary | 560 | 244.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 560 | 244.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.2 | |
| Total | 560 | 244.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Smith Brown & Groover Inc
✚
|
GA | 284.2 M |
|
Cane Capital Partners LLC
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|
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|
Bespoke Advisory LLC
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|
Griffin Family Partners LLC
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|
FDI Wealth Management LLC
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|
Hesen & Haslam LLC
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|
Zoe Financial Inc
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|
NY | 283.5 M |
|
Silvia McColl Wealth Management LLC
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|
CA | 283.4 M |
|
POM Investment Strategies LLC
✚
|
NC | 283.3 M |
|
Vergepointe Wealth Management LLC
✚
|
OR | 283.3 M |