KAIZEN WEALTH MANAGEMENT, LLC

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