KAIZEN WEALTH MANAGEMENT, LLC

KAIZEN WEALTH MANAGEMENT, LLC of CHARLESTON, SC is an SEC-registered investment adviser (CRD 131466). Regulatory assets under management: $68.5M.

Registration

• CRD: 131466
• SEC file number: 801-63158
• Type: Registered investment adviser
• Location: 18 BROAD STREET, CHARLESTON, SC, 29401
• Phone: 212-362-3250
• Latest filing: 2026-03-18
• Regulatory AUM: $68.5M
• Discretionary AUM: $68.5M
• Clients: 1
• Accounts: 120

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 131466 on SEC IAPD (source of record)
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