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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2004
- Office Locations
- 1
Office Locations
About Kaizen Wealth Management, LLC
Kaizen Wealth Management, LLC is a fee-only independent RIA (founded 2004) providing integrated wealth management and retirement-focused financial planning for individuals and families. The firm builds portfolios with broadly diversified, low-cost mutual funds and ETFs, using tax-efficient asset location and a total-return approach, supported by ongoing portfolio analytics and monitoring. Clients get consolidated Blueleaf and RightCapital portals with weekly auto-updates.
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Investment Themes
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Owner & Executives
DERRICK DANIEL DEMAY
President
- CRD
- #2588120
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,478,415 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,478,415 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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