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
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • 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
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 D. Demay
CRD#: 2588120
New York, NY
83
Wealthminder
score

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.

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