Kaizen Retirement Plan Advisors, LLC
Kaizen Retirement Plan Advisors, LLC is an SEC-registered ria with $155.9M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Kaizen Retirement Plan Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289238, SEC 801-130196, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $155.9M (2026-02-20)
- Firm type
- Ria
- Employees
- 1
- Clients
- 26
- CRD
- 289238
- Ownership
- GLEAVY, WILLIAM, DANIEL
How much AUM does Kaizen Retirement Plan Advisors, LLC have?
Kaizen Retirement Plan Advisors, LLC reported $155.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Kaizen Retirement Plan Advisors, LLC?
Disclosed owners and executives of Kaizen Retirement Plan Advisors, LLC include GLEAVY, WILLIAM, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.