KAIZEN WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Shelby Township, Michigan
CRD number
285678
Fee structure
Hourly Charges, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Kaizen Wealth Management, LLC is structured as a limited liability company owned by an individual and functions as a capital allocator that provides financial planning and the selection of other advisers. The firm bills on an hourly and “other” fee basis rather than a straight percentage-of-assets model. FINTRX classifies the firm as unclassified and indicates it is not an active ESG investor, does not operate as a multistate adviser, and is not newly formed. The firm has an affiliation with an insurance company, which is consistent with its documented use of insurance-linked products. Its advisory activity centers on delivering planning services and identifying outside managers or advisers for clients, rather than claiming an in-house suite of discretionary investment strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Katie Kreucher

    Investment Advisor RepresentativeCRD 8120235

  • ALBERT LALONDE

    Founder & OwnerCRD 4900970

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Shelby Township, MI

MACOMB

Location

Shelby Township, MI

Headquartered in Shelby Township, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
MACOMB
Address
47702 Van Dyke Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth