# KAIZEN RETIREMENT PLAN ADVISORS, LLC

KAIZEN RETIREMENT PLAN ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 289238
- Type: SEC-registered investment adviser
- SEC file number: 801-130196
- Phone: 508-850-6401
- Latest filing: 2026-02-20
- Regulatory AUM: $155.9M
- Discretionary AUM: $46.7M
- Non-discretionary AUM: $109.2M
- Clients: 1
- Accounts: 26

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| William Daniel Gleavy | MANAGING MEMBER/CCO | — |
| GLEAVY WILLIAM DANIEL | CCO; MANAGING MEMBER/CCO; OWNER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289238/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289238/similar
- Related entities: https://search.stillhousedata.com/firm/289238/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289238

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.