Kaydan Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1,098 clients last fiscal year.
Kaydan Wealth Management reports 1,098 clients. They include 741 individual clients and 357 high-net-worth individuals. Of its assets, 100.0% ($727M across 2,426 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 26% |
| High-net-worth individuals | 33% | 73% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 741 | $191M | 26.3% | $258K |
| High-net-worth individuals | 357 | $528M | 72.7% | $1.48M |
| Pension and profit-sharing plans | Fewer than 5 | $7.56M | 1.0% | — |
| Total | 1,098 | $727M | 100% | — |
- Clients
- 741
- Regulatory AUM
- $191M
- AUM share
- 26.3%
- Avg. per client
- $258K
- Clients
- 357
- Regulatory AUM
- $528M
- AUM share
- 72.7%
- Avg. per client
- $1.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.56M
- AUM share
- 1.0%
- Avg. per client
- —
Total
- Clients
- 1,098
- Regulatory AUM
- $727M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1098
Kaydan Wealth Management charges 0.20%–1.25% a year for its Kaydan 360 Comprehensive Wealth Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $6,250 annual minimum. The brochure also prices 5 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$2M | 1.00% |
| $2M–$4M | 0.85% |
| $4M–$7M | 0.80% |
| $7M–$10M | 0.75% |
| $10M–$25M | 0.70% |
| $25M–$50M | 0.40% |
| $50M–$100M | 0.30% |
| $100M and above | 0.20% |
Fee details and sources
Other fees
- Hourly and Flat-Fee Engagements
- Portfolio reviews and retirement or financial assessments are negotiable: $75 to $550 per hour, or a flat project fee of $575 to $7,500.
- Portfolio Edge (Investment-Only)
- Investment-only portfolio management with no planning advice, at a flat advisory fee of 0.70% to 0.85% per annum, billed quarterly in arrears.
- Retirement Readiness Report
- The fee for a retirement report is $1,250; the firm may modify or waive it.
- WealthCoach (Under Age 40)
- Subscription of $180 a month for clients under 40, with a discounted advisory fee of 0.80% a year; the program ends at age 40.
- Workplace WealthCoach
- Workplace savings plan consulting on a monthly subscription: $75 a month for the first plan and $30 a month for each additional plan.
James Kruzan owns 75% or more of Kaydan Wealth Management. The leadership team of Kaydan Wealth Management includes President James Kruzan. It has 18 employees, 8 of them in advisory roles.
Leadership
James KruzanPresident/Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 18 employees
- 8 in advisory functions
- 7 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 75% or more of Kaydan Wealth Management, Inc.
James Kruzan
Control person · since November 1996
Kaydan Wealth Management’s regulatory assets grew from $547M (March 2021) to $727M (February 2026); clients rose from 984 to 1,098 and employees from 8 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $727M | 1,098 | 18 | 2 |
| March 2025 | $655M | 1,075 | 17 | 2 |
| March 2024 | $626M | 1,064 | 17 | 2 |
| May 2023 | $608M | 1,021 | 16 | 2 |
| March 2022 | $655M | 688 | 15 | 2 |
| March 2021 | $547M | 984 | 8 | 2 |
Besides its headquarters, Kaydan Wealth Management has 1 office, with 2 listed addresses in Michigan.
Michigan · 2 listed addresses
- 329 W. Silver Lake RD., FentonHQ
- 2701 Cambridge Court, Auburn Hills
Contact and registration details
- Legal name
- Kaydan Wealth Management, Inc.
- Headquarters
- 329 W. Silver Lake RD., Fenton, MI 48430
- Website
- kaydanwealthmanagement.com
- Phone
- 810-593-1624
- @kaydan-wealth-management
- SEC file
- 801-119365
- Structure
- Michigan corporation
- Fiscal year end
- December
Kaydan Wealth Management uses Raymond James ($611M) as custodian for its separately managed accounts. Kaydan Wealth Management has custody of $108M in client assets for 213 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $611M100%
At year end, Kaydan Wealth Management’s separately managed accounts were mostly in funds (81%) and cash (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $328M across 115 positions; the largest are Vanguard Index Fds (11.3%), Vanguard Tax-managed Fds (9.7%) and First TR Exchange-traded FD (7.5%).
What the accounts hold
- Stocks6%
- Funds81%
- Cash12%
- Other1%
- Fixed income, annuities, closed-end funds, uit's1%
Reported 13F holdings
- $328M
- Reported 13F value
- 115
- Positions
- 61.5%
- In the 10 largest
- +9.7%
- Value vs. prior quarter
- Vanguard Index Fds · Value ETF11.3%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt9.7%
- First TR Exchange-traded FD · First TR Enh New7.5%
- iShares TR · Russell 2000 ETF6.4%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt6.3%
- iShares TR · Core S&P Ttl Stk5.2%
- iShares TR · MSCI Emg Mkt ETF4.8%
- Vanguard Index Fds · Total Stk Mkt4.1%
- iShares TR · 7-10 YR Trsy BD3.4%
- First TR Exchange-traded Alp · Com Shs2.6%
Together, the ten largest are 61.5% of reported value.
How many clients does Kaydan Wealth Management have?
Kaydan Wealth Management has 1,098 clients and manages $727 million for them, as of February 2026. They include 741 individual clients and 357 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Kaydan Wealth Management offer?
Kaydan Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kaydan Wealth Management charge?
Kaydan Wealth Management charges 0.20%–1.25% a year for its Kaydan 360 Comprehensive Wealth Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $6,250 annual minimum.
Source: KAYDAN WEALTH MANAGEMENT, INC. ADV BROCHURE, filed 25 February 2026
Which custodians does Kaydan Wealth Management use?
Kaydan Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $611M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Kaydan Wealth Management have?
Kaydan Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 18 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kaydan Wealth Management invest in?
At the end of its last fiscal year, Kaydan Wealth Management’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 6% exchange-traded equities and 1% other. The 1% other category is described as: Fixed Income, Annuities, Closed-End Funds, Uit'S.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kaydan Wealth Management?
Kaydan Wealth Management’s direct owner is James Kruzan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Kaydan Wealth Management get paid?
Kaydan Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Kaydan Wealth Management registered with the SEC?
Yes, Kaydan Wealth Management has been registered with the SEC as an investment adviser since 31 August 2020. Its CRD number is 108964 and its SEC file number is 801-119365.
Source: Form ADV Part 1A, Item 1, filed 25 February 2026; IAPD firm record
How do I contact Kaydan Wealth Management?
Kaydan Wealth Management’s main office is at 329 W. Silver Lake RD., Fenton, MI 48430. Its phone number is 810-593-1624. Its website is kaydanwealthmanagement.com.