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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KAYDAN WEALTH MANAGEMENT, INC.

CRD 108964

FENTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fc25a9c0-610f-b54d-7ee8-4c5b190dc17a

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Dec 1, 2011 to Feb 25, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $727MItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $727M
Private client RAUM: $719MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $121Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,426
Individual clients: 741
High net worth clients: 357
Custody, client assets: $108M
SEC number: 801-119365
CIK: 1964532
CRD: 108964
Filings on the tape: 18
First filed: Dec 1, 2011
Latest filed: Feb 25, 2026
Organised: Corporation, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES BRENDAN KRUZAN	Certified Financial Planner	FENTON, MI	16	43	3	no
MATHEW RYAN BRITT	n/a	FENTON, MI	8	13	2	no
JENNIFER J SLATER	Certified Financial Planner	FENTON, MI	7	17	3	no
Jared M. Ryan	Certified Financial Planner	FENTON, MI	1	11	n/a	no
Chase Poulson	n/a	FENTON, MI	0	11	n/a	no
Michael Joseph Reiterman	Certified Financial Planner	FENTON, MI \| AUBURN HILLS, MI	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KRUZAN, JAMES, BRENDAN	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	11/1996	Dec 1, 2011	Nov 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
AUBURN HILLS	Mi	United States	7	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 25, 2026	$727M	$727M	18	8	1	n/a	n/a
2024	Mar 12, 2025	$655M	$655M	17	6	1	n/a	n/a
2023	Mar 14, 2024	$626M	$626M	17	7	1	n/a	n/a
2022	Mar 23, 2023	$608M	$608M	16	6	1	n/a	n/a
2021	Mar 30, 2022	$655M	$655M	15	7	1	n/a	n/a
2020	Mar 26, 2021	$547M	$547M	8	6	1	n/a	n/a
2011	Mar 28, 2012	$39.3M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	2	-1	33.3%	1	1	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$727M	$655M	10.9%	$608M	6.1%	18	17	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	5	May 13, 2020	Jun 29, 2020	FENTON, MI	Team lift out	Other	0.1%

Relationships

Registered with (9)

← Michael Joseph ReitermanAdvisorregistration: current employment
Aug 20, 2026 to presentfactForm ADV
← Chase PoulsonAdvisorregistration: current employment
Jan 23, 2026 to presentfactForm ADV
← Jared M. RyanAdvisorregistration: current employment
Jan 21, 2025 to presentfactForm ADV
← JENNIFER J SLATERAdvisorregistration: current employment
Apr 4, 2019 to presentfactForm ADV
← MATHEW RYAN BRITTAdvisorregistration: current employment
Feb 28, 2018 to presentfactForm ADV
← JAMES BRENDAN KRUZANAdvisorregistration: previous registration
Jul 26, 2002 to Dec 31, 2002factForm ADV
← DARREN CRAIG BRENNANAdvisorregistration: previous registration
Feb 28, 2018 to Aug 24, 2026factForm ADV
← Dylan J. StewartAdvisorregistration: previous registration
Jan 25, 2022 to Feb 17, 2026factForm ADV
← KIMBERLY ANN HOUSTONAdvisorregistration: previous registration
Jun 29, 2020 to May 9, 2022factForm ADV

Controls (1)

← KRUZAN, JAMES, BRENDANOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 1, 2011 to Nov 14, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser5 advisors, team lift out, same day
May 13, 2020 to Jun 29, 2020factForm ADV

Dated events

Occurred
Aug 24, 2026
Advisor changed firm
Darren Craig Brennan left Kaydan Wealth Management, Inc. for Lakeshore Financial Planning Inc. (registered 2026-08-19)
Form ADVobserved 6 days ago
Occurred
Feb 17, 2026
Advisor changed firm
Dylan J. Stewart left Kaydan Wealth Management, Inc. for Mainstay Capital Management, Llc (registered 2026-02-18)
Form ADVobserved 6 days ago
Occurred
May 9, 2022
Advisor changed firm
Kimberly Ann Houston left Kaydan Wealth Management, Inc. for Origin Investment Advisory Llc (registered 2022-05-19)
Form ADVobserved 6 days ago
Occurred
Jul 29, 2020
First Form ADV filing
Kaydan Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc25a9c0-610f-b54d-7ee8-4c5b190dc17a
First observed: Dec 1, 2011
Last observed: Feb 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KAYDAN WEALTH MANAGEMENT, INC.

CRD 108964

FENTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fc25a9c0-610f-b54d-7ee8-4c5b190dc17a

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:16 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES BRENDAN KRUZAN

Certified Financial Planner

FENTON, MI

MATHEW RYAN BRITT

n/a

FENTON, MI

JENNIFER J SLATER

Certified Financial Planner

FENTON, MI

Jared M. Ryan

Certified Financial Planner

FENTON, MI

n/a

Chase Poulson

n/a

FENTON, MI

n/a

Michael Joseph Reiterman

Certified Financial Planner

FENTON, MI | AUBURN HILLS, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KRUZAN, JAMES, BRENDAN

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

11/1996

Dec 1, 2011

Nov 14, 2024

City

State

Country

Employees

Also broker-dealer

AUBURN HILLS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$727M

n/a

2024

Mar 12, 2025

$655M

n/a

2023

Mar 14, 2024

$626M

n/a

2022

Mar 23, 2023

$608M

n/a

2021

Mar 30, 2022

$655M

n/a

2020

Mar 26, 2021

$547M

n/a

2011

Mar 28, 2012

$39.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$727M

$655M

10.9%

$608M

6.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 13, 2020

Jun 29, 2020

FENTON, MI

Team lift out

Other

0.1%