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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kaydan Wealth Management Inc
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|---|---|
| CRD # | 108964 |
| SEC # | 801-119365 |
| CIK # | 0001964532 |
| AUM | $655.1 M (2025-03-12) |
| Employees | 17 (35% Investors, 0% Brokers) |
| Phone | 810-593-1624 |
| Address | 329 W Silver Lake Rd Fenton, MI 48430 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 22.4 | ||
| iShares Silver Trust | 15.6 | ||
| Raymond James Financial Inc | 3.2 | ||
| Microsoft Corp | 2.6 | ||
| Stryker Corp | 2.2 | ||
| Apple Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 937 | 377.9 |
| (b) Individuals (high net worth individuals) | 138 | 270.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,361 | 655.1 |
| By Discretionary | ||
| Discretionary | 2,361 | 655.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,361 | 655.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 655.1 | |
| Total | 2,361 | 655.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964532] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Drucker Wealth 30 LLC
✚
|
0.7 | |
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.7 |
|
Invex Advisors LLC
✚
|
FL | 0.7 |
|
Pacific Capital Wealth Advisors Inc
✚
|
CA | 0.7 |
|
Eichner Investment Planning LLC
✚
|
OH | 0.7 |
|
One8Zero8 LLC
✚
|
NC | 0.7 |
|
Peak Planning Group LLC
✚
|
CO | 0.7 |
|
Blue Fin Capital Inc
✚
|
RI | 0.7 |
|
Moller Wealth Partners Inc
✚
|
IL | 0.7 |
|
Searle & Co
✚
|
CT | 0.6 |