|
⚲
|
| Keyboard |
| Kaizen Retirement Plan Advisors LLC
✚
|
|
|---|---|
| CRD # | 289238 |
| SEC # | 801-130196 |
| CIK # | |
| AUM | 155.9 M (2026-02-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-850-6401 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.1 |
| (b) Individuals (high net worth individuals) | 3 | 6.5 |
| (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 | 21 | 148.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 26 | 155.9 |
| By Discretionary | ||
| Discretionary | 14 | 46.7 |
| Non-Discretionary | 12 | 109.2 |
| Total | 26 | 155.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.9 | |
| Total | 26 | 155.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 20 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Verus Capital Ventures Inc
✚
|
TX | 158.7 M |
|
Provident Living Financial Services Inc
✚
|
UT | 158.1 M |
|
Water Valley Investment Advisors Inc
✚
|
IA | 157.2 M |
|
River's Edge Wealth Management LLC
✚
|
PA | 157.1 M |
|
Collective Wealth Advisors LLC
✚
|
TX | 157.0 M |
|
Irvine Wealth Planning Strategies LLC
✚
|
NY | 157.0 M |
|
Englebert Financial Advisers LLC
✚
|
PA | 156.6 M |
|
Pinnacle Asset Management Group Corporation Inc
✚
|
LA | 156.4 M |
|
Ethos Capital Management Inc
✚
|
PA | 155.4 M |
|
Applewhite Financial Planning PLLC
✚
|
TX | 153.1 M |