Kaizen Retirement Plan Advisors, LLC
● SEC registered since 2024CRD 289238SEC# 801-130196
Reg. AUM
$155.9M
Employees
1
Accounts
26
Location
—
Kaizen Retirement Plan Advisors, LLC assets under management
Kaizen Retirement Plan Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $155.9 million in regulatory assets under management and employs 1 people.
Kaizen Retirement Plan Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Daniel Gleavy Control | Managing Member/Cco | Over 75% | 2017 |
Frequently asked questions
How much does Kaizen Retirement Plan Advisors, LLC manage?
Kaizen Retirement Plan Advisors, LLC reports $155.9 million in regulatory assets under management on its Form ADV.
How many employees does Kaizen Retirement Plan Advisors, LLC have?
Kaizen Retirement Plan Advisors, LLC reports 1 employees.
Does Kaizen Retirement Plan Advisors, LLC disclose fund performance?
Kaizen Retirement Plan Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 508-850-6401 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155.9M▲ 32%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$155.9Mregulatory AUM
Discretionary $46.7MNon-discretionary $109.2M