DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Kaydan Wealth Management, Inc.
Latest filing Feb 25, 2026
First filing on the tape Dec 1, 2011 · 18 filings
SEC status approved since Aug 31, 2020
RAUM
$727M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$719M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$121M
derived; firm RAUM over IAPD count
Employees
18
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$727M as of Feb 25, 2026
Mar 28, 2012$39.3M then
HNW client RAUM$528M as of Feb 25, 2026
Mar 26, 2021$301M then
State-registered IARs (5.B.3)7 as of Feb 25, 2026
Mar 28, 20120 then
Employees (5.A)18 as of Feb 25, 2026
Mar 26, 20218 then
Private funds: no history
RAUM +11% over the last fiscal year+6.1% a year over threeIARs 6 to 7
Practice profile
derived from the filing of Feb 25, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $121MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 183derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $299,467derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- Financial planning clients
- 1,098reportedItem 5.H
- Custody
- $108M, 213 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$528M73%
- Individuals$191M26%
- Pension and profit-sharing plans$7.6M1.0%
- Individual clients
- 741reported
- HNW clients
- 357reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2,426reported
- Financial planning clients
- 1,098reported
- Wrap fee programs
- noreported
- Custody of client assets
- $108M for 213 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Brendan KruzanCertified Financial Planner | Fenton, Mi | Sep 20, 2010 | 43 y | 3 |
| Mathew Ryan Britt | Fenton, Mi | Feb 28, 2018 | 13 y | 2 |
| Jennifer J SlaterCertified Financial Planner | Fenton, Mi | Apr 4, 2019 | 17 y | 3 |
| Jared M. RyanCertified Financial Planner | Fenton, Mi | Jan 21, 2025 | 11 y | 0 |
| Chase Poulson | Fenton, Mi | Jan 23, 2026 | 11 y | 0 |
| Michael Joseph ReitermanCertified Financial Planner | Fenton, Mi | Aug 20, 2026 | 10 y | 1 |
Advisor movement
2 left, 1 joined in 12 months
net -1 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 33% of current headcount2 left over 36 months
Left, latest
- Darren Craig Brennan to Lakeshore Financial Planning Inc.Aug 24, 2026 · RIA to RIA
- Dylan J. Stewart to Mainstay Capital Management, LLCFeb 17, 2026 · RIA to RIA
- Kimberly Ann Houston to Origin Investment Advisory LLCMay 9, 2022 · RIA to RIA
- James Brendan Kruzan to Raymond James Financial Services, Inc.Dec 31, 2002 · Other
Joined, latest
- Michael Joseph Reiterman from LPL Financial LLCAug 20, 2026 · Affiliated broker-dealer or bank to independent RIA
- Kimberly Ann Houston from Raymond James Financial Services Advisors, IncJun 29, 2020 · Other
- Jennifer J Slater from Raymond James Financial Services Advisors, IncApr 4, 2019 · Other
- Mathew Ryan Britt from Raymond James Financial Services Advisors, IncFeb 28, 2018 · Other
- Darren Craig Brennan from Raymond James Financial Services Advisors, IncFeb 28, 2018 · Other
- James Brendan Kruzan from Raymond James Financial Services Advisors, IncSep 20, 2010 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 5 joined from Raymond James Financial Services Advisors, IncMay 13, 2020 · Fenton, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Brendan James Kruzan · President/Chief Compliance Officercontrolsince 11/1996 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Fenton, Mi · principal | 6 | 2 | 2 |
Offices
Schedule D 1.F, the 25 largest
- Auburn Hills, MI7 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- high employee count relative to advisorsStatic outlier · filing Feb 25, 2026employees per registered advisor of 3.0 against a peer median of 1.4 (947 comparable advisers, 98.0th percentile, 4.0 robust deviations)peers: independent wealth managers, $500M to $1B (947) · 98% percentile
- HNW share shiftChange between filings · filing Feb 25, 2026HNW share of RAUM moved from 41.0% to 73.0% between the annual amendments of 2025-03-12 and 2026-02-25peers: independent wealth managers, $500M to $1B (1,483)
What changed
consecutive filings, newest first
- Accounts · 2,361 to 2,426Mar 12, 2025 to Feb 25, 2026
- Advisory employees · 6 to 8Mar 12, 2025 to Feb 25, 2026
- HNW clients · 138 to 357Mar 12, 2025 to Feb 25, 2026
- Individual clients · 937 to 741Mar 12, 2025 to Feb 25, 2026
- Assets in custody · $94.1M to $108MMar 12, 2025 to Feb 25, 2026
- Employees · 17 to 18Mar 12, 2025 to Feb 25, 2026
- State-registered IARs · 6 to 7Mar 12, 2025 to Feb 25, 2026
- Discretionary RAUM · $655M to $727MMar 12, 2025 to Feb 25, 2026
- HNW RAUM · $270M to $528MMar 12, 2025 to Feb 25, 2026
- Individual RAUM · $378M to $191MMar 12, 2025 to Feb 25, 2026
- Pension RAUM · $6.8M to $7.6MMar 12, 2025 to Feb 25, 2026
- RAUM · $655M to $727MMar 12, 2025 to Feb 25, 2026
- Accounts · 1,064 to 2,361Nov 14, 2024 to Mar 12, 2025
- Advisory employees · 7 to 6Nov 14, 2024 to Mar 12, 2025
- HNW clients · 171 to 138Nov 14, 2024 to Mar 12, 2025
- Individual clients · 893 to 937Nov 14, 2024 to Mar 12, 2025
- Assets in custody · $86.5M to $94.1MNov 14, 2024 to Mar 12, 2025
- Financial planning clients · More than 500 to More than 500Nov 14, 2024 to Mar 12, 2025
- State-registered IARs · 7 to 6Nov 14, 2024 to Mar 12, 2025
- Discretionary RAUM · $626M to $655MNov 14, 2024 to Mar 12, 2025
- HNW RAUM · $409M to $270MNov 14, 2024 to Mar 12, 2025
- Individual RAUM · $208M to $378MNov 14, 2024 to Mar 12, 2025
- Pension RAUM · $8.4M to $6.8MNov 14, 2024 to Mar 12, 2025
- RAUM · $626M to $655MNov 14, 2024 to Mar 12, 2025
- Accounts · 2,260 to 1,064May 10, 2023 to Mar 14, 2024
- Advisory employees · 6 to 7May 10, 2023 to Mar 14, 2024
- HNW clients · 166 to 171May 10, 2023 to Mar 14, 2024
- Individual clients · 855 to 893May 10, 2023 to Mar 14, 2024
- Assets in custody · $87.9M to $86.5MMay 10, 2023 to Mar 14, 2024
- Employees · 16 to 17May 10, 2023 to Mar 14, 2024
- State-registered IARs · 6 to 7May 10, 2023 to Mar 14, 2024
- Discretionary RAUM · $608M to $626MMay 10, 2023 to Mar 14, 2024
- HNW RAUM · $428M to $409MMay 10, 2023 to Mar 14, 2024
- Individual RAUM · $172M to $208MMay 10, 2023 to Mar 14, 2024
- Pension RAUM · $7.5M to $8.4MMay 10, 2023 to Mar 14, 2024
- RAUM · $608M to $626MMay 10, 2023 to Mar 14, 2024
- Accounts · 2,117 to 2,260Jan 23, 2023 to Mar 23, 2023
- Advisory employees · 7 to 6Jan 23, 2023 to Mar 23, 2023
- HNW clients · 222 to 166Jan 23, 2023 to Mar 23, 2023
- Individual clients · 465 to 855Jan 23, 2023 to Mar 23, 2023
Signals
4 dated events
- Darren Craig Brennan left Kaydan Wealth Management, Inc. for Lakeshore Financial Planning Inc. (registered 2026-08-19)Aug 24, 2026 · Advisor changed firm · fact
- Dylan J. Stewart left Kaydan Wealth Management, Inc. for Mainstay Capital Management, Llc (registered 2026-02-18)Feb 17, 2026 · Advisor changed firm · fact
- Kimberly Ann Houston left Kaydan Wealth Management, Inc. for Origin Investment Advisory Llc (registered 2022-05-19)May 9, 2022 · Advisor changed firm · fact
- Kaydan Wealth Management, Inc. filed its initial SEC registration (Form ADV)Jul 29, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 248-625-7032reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-638-6900reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-625-2993reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/kaydan-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- kaydanwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (810) 593-1624reportedpublic record, Form ADV, Feb 25, 2026
- Contact form
- kaydanwealthmanagement.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $121Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026