CRD: 108964
Kaydan Wealth Management, Inc.
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-26-2002
- Office Locations
- 1
Office Locations
About Kaydan Wealth Management, Inc.
Kaydan Wealth Management is a Michigan-based wealth management firm delivering personalized financial planning and portfolio management, with subscription-based service tiers to broaden access. Led by founder Jim Kruzan (Barron’s Top 1200; Forbes Best-in-State recognition) and CFP professionals, the team serves clients across life stages and entrepreneurs, investing primarily through public funds and ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES BRENDAN KRUZAN
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #1094690
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DARREN CRAIG BRENNAN
Wealth Advisor
- CRD
- #6066235
MATHEW RYAN BRITT
Director
- CRD
- #5645825
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $726,507,771 | $299,467 |
| Non-Discretionary | $0 | -- |
| Total | $726,507,771 | $299,467 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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