Kaizen Wealth Management, LLC
Kaizen Wealth Management, LLC (CRD# 131466) is a financial advisory firm headquartered in , . They manage $25,425,537 in 118 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Kaizen Wealth Management, LLC
By the Numbers
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Total Assets Under Management25MILLION
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Total Number of Accounts118ACCOUNTS
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Average Account Value$215,471
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

Registered Investment Advisor
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
1
Derrick Demay (CRD# 2588120) is an Investment Advisor Representative working at Kaizen Wealth Management, LLC in New York, NY and has over 22 years of experience in the finance industry.
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