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).
Total Assets Under Management25MILLION
Total Number of Accounts118ACCOUNTS
Average Account Value$215,471
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
NC, NY, SC
Derrick Demay (CRD# 2588120) is an Investment Advisor Representative working at Kaizen Wealth Management, LLC in New York, NY and has over 23 years of experience in the finance industry.