Kaizen Wealth Management, LLC

Kaizen Wealth Management, LLC (CRD# 131466) is a financial advisory firm headquartered in , . They manage $23,021,902 in 108 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.kaizenwm.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $213,166
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NY, SC

Financial Advisors at Kaizen Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Derrick Demay, financial advisor Weehawken NJ
Derrick D. Demay
CRD#: 2588120
Weehawken, NJ
83
Wealthminder
score

Derrick Demay (CRD# 2588120) is an Investment Advisor Representative working at Kaizen Wealth Management, LLC in Weehawken, NJ and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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