Kaizen Financial Strategies, LLC
Kaizen Financial Strategies, LLC is an SEC-registered wealth manager in Campbell, CA with $287.1M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Kaizen Financial Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298248, SEC 801-114234, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $287.1M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Campbell, CA
- Employees
- 5
- Clients
- 284
- CRD
- 298248
- Ownership
- STACHNICK, JOHN, ANTONE; AHMED, IFTIKHAR, MAHMUD; AHMED, SAADIA, SHAKUR
How much AUM does Kaizen Financial Strategies, LLC have?
Kaizen Financial Strategies, LLC reported $287.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Kaizen Financial Strategies, LLC?
Disclosed owners and executives of Kaizen Financial Strategies, LLC include STACHNICK, JOHN, ANTONE, AHMED, IFTIKHAR, MAHMUD, AHMED, SAADIA, SHAKUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.