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Kaydan Wealth Management, Inc.

● SEC registered since 2020CRD 108964SEC# 801-119365Fenton, MI
Export (members)
Reg. AUM
$726.5M
Employees
18
Accounts
2,426
Location
Fenton, MI

Kaydan Wealth Management, Inc. assets under management

Kaydan Wealth Management, Inc. is an SEC-registered investment adviser based in Fenton, MI. The firm has been registered since 2020. It reports $726.5 million in regulatory assets under management and employs 18 people.

Kaydan Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Brendan Kruzan ControlPresident/Chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Kaydan Wealth Management, Inc. manage?

Kaydan Wealth Management, Inc. reports $726.5 million in regulatory assets under management on its Form ADV.

How many employees does Kaydan Wealth Management, Inc. have?

Kaydan Wealth Management, Inc. reports 18 employees.

Where is Kaydan Wealth Management, Inc. located?

Kaydan Wealth Management, Inc. is based in Fenton, MI and has been SEC-registered since 2020.

Does Kaydan Wealth Management, Inc. disclose fund performance?

Kaydan Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address329 W. Silver Lake Rd., Fenton, MI 48430
Phone(810) 593-1624
Fax(810) 593-1643
Office hours8:30A-5:00 p.m.; Sat & Eve By Appt
SEC regionChicago Regional Office (CHRO)
CIK1964532
Discloses disciplinary historyNo

Regulatory AUM

$726.5M▲ 11%
Mar '25 — $655.1MApr '25 — $655.1MMay '25 — $655.1MJun '25 — $655.1MJul '25 — $655.1MAug '25 — $655.1MSep '25 — $655.1MOct '25 — $655.1MNov '25 — $655.1MDec '25 — $655.1MJan '26 — $655.1MFeb '26 — $726.5MMar '26 — $726.5MApr '26 — $726.5MMay '26 — $726.5MJun '26 — $726.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers

Assets under management

$726.5Mregulatory AUM
Discretionary $726.5M