Kaizen Wealth Management, LLC

Kaizen Wealth Management, LLC (CRD# 131466) is a financial advisory firm headquartered in Charleston, SC. They manage $52,510,479 in 126 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
18 Broad Street, Suite 300, Charleston, SC 29401
https://www.facebook.com/kaizenwm/
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $416,750
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, SC

Financial Advisors at Kaizen Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Derrick Demay, financial advisor Charleston SC
Derrick D. Demay
CRD#: 2588120
18 Broad Street, Suite 202, Charleston, SC 29401

Derrick Demay (CRD# 2588120) is an Investment Advisor Representative working at Kaizen Wealth Management, LLC in Charleston, SC and has over 28 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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