Kaizen Financial Advisors, LLC
Kaizen Financial Advisors, LLC is an SEC-registered wealth manager in Kirkland, WA with $283.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Kaizen Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155353, SEC 801-115111, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $283.7M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Kirkland, WA
- Employees
- 4
- Clients
- 150
- CRD
- 155353
- Ownership
- KLEIN, LAURIE, LAVERNE
How much AUM does Kaizen Financial Advisors, LLC have?
Kaizen Financial Advisors, LLC reported $283.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Kaizen Financial Advisors, LLC?
Disclosed owners and executives of Kaizen Financial Advisors, LLC include KLEIN, LAURIE, LAVERNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.