Hedge Fund Database

KAYDAN WEALTH MANAGEMENT, INC.

Adviser information for KAYDAN WEALTH MANAGEMENT, INC. last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,064 $625.6M
Non-Discretionary 0 $0
Total 1,064 $625.6M

Clients

Type Number RAUM
Individuals 893 $208.1M
HNW Individuals 171 $409.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $8.4M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesADVISORY CONSULTING
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-119365
SEC ERA File Number 801-119365
SEC CIK Numbers 1964532
SEC CRD Numbers 108964
Legal Entity Identifier None

Principal Office

329 W. SILVER LAKE RD.
FENTON
MI
United States
MON THRU FRI 8:30 TO 5:00; SAT & EVE BY APPOINTMEN, 8:30A-5:00 PM; SAT & EVE BY APPT
Tel: (810) 593-1624, Fax: (810) 593-1643

Websites

www.instagram.com/kaydanwealth/ www.kaydanwealthmanagement.com www.linkedin.com/company/kaydan-wealth-management-inc-/ www.facebook.com/kaydanwealthmgmt twitter.com/kaydanwealth www.youtube.com/user/kruzan81d/ www.kaydanwealth.com

Chief Compliance Officer

JAMES KRUZAN
PRESIDENT
329 W. SILVER LAKE RD.
FENTON
MI
United States
Tel: 810-593-1624
Fax: 810-593-1643
(Full email address available in API data)

Regulatory Contact

JOYCE A. KRUZAN
PRACTICE MANAGEMENT DIRECTOR
329 W. SILVER LAKE RD.
FENTON
MI
United States
Tel: (810) 593-1624
Fax: (810) 593-1643
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KRUZAN, JAMES, BRENDAN Individual – PRESIDENT/CHIEF COMPLIANCE OFFICER 11/1996 > 75%

No. Employees, Historic

201002020202120222023202420259 on 7/29/20209 on 8/14/20209 on 8/14/20208 on 3/26/202115 on 3/30/202215 on 10/10/202215 on 1/23/202316 on 3/23/202316 on 4/14/202316 on 5/10/202317 on 3/14/2024

RAUM, Historic

700M350M0202020212022202320242025454380000 on 7/29/2020454380000 on 8/14/2020454380000 on 8/14/2020547459112 on 3/26/2021654840570 on 3/30/2022654840570 on 10/10/2022654840570 on 1/23/2023607582296 on 3/23/2023607582296 on 4/14/2023607582296 on 5/10/2023625642972 on 3/14/2024

No. Clients, Historic

2,0001,0000202020212022202320242025924 on 7/29/2020924 on 8/14/2020924 on 8/14/2020984 on 3/26/2021688 on 3/30/2022688 on 10/10/2022688 on 1/23/20231021 on 3/23/20231021 on 4/14/20231021 on 5/10/20231064 on 3/14/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 216K 2K –
AFLAC INC COM 233K 3K –
ALPHABET INC CAP STK CL C 490K 3K –
AMAZON COM INC COM 270K 1K –
AMGEN INC COM 518K 2K –
APPLE INC COM 2M 10K –
AT&T INC COM 326K 17K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 245K 603 –
BLACKROCK ENHANCED EQUITY DI COM 176K 22K –
CANADIAN NATL RY CO COM 306K 3K –
CATERPILLAR INC COM 559K 2K –
CISCO SYS INC COM 246K 5K –
COCA COLA CO COM 428K 7K –
COLUMBIA ETF TR I DIVERSIFID FXD 287K 16K –
CSX CORP COM 380K 11K –
DBX ETF TR XTRACK MSCI ALL 982K 29K –
DEERE & CO COM 313K 837 –
DIREXION SHS ETF TR DLY S&P500 BR 1X 23M 2M –
DIREXION SHS ETF TR NAS100 EQL WGT 201K 2K –
DTE ENERGY CO COM 310K 3K –
EXXON MOBIL CORP COM 529K 5K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 473K 8K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 2M 31K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 4M 47K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 991K 18K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 464K 9K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 212K 5K –
FIRST TR LRG CP VL ALPHADEX COM SHS 28M 379K –
FIRST TR LRGE CP CORE ALPHA COM SHS 1M 12K –
FIRST TR MID CAP CORE ALPHAD COM SHS 2M 15K –
FIRST TR VALUE LINE DIVID IN SHS 3M 83K –
FLEXSHARES TR QLT DIV DEF IDX 765K 12K –
FORD MTR CO DEL COM 626K 50K –
FORTINET INC COM 468K 8K –
GENERAL MTRS CO COM 1M 25K –
GINKGO BIOWORKS HOLDINGS INC CL A SHS 63K 188K –
HOME DEPOT INC COM 461K 1K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 319K 16K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 340K 16K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 321K 17K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 235K 12K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 886K 23K –
INVESCO EXCHANGE TRADED FD T S&P SML600 GWT 269K 6K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 523K 14K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 18M 108K –
INVESCO QQQ TR UNIT SER 1 3M 7K –
ISHARES GOLD TR ISHARES NEW 17M 389K –
ISHARES TR CORE S&P TTL STK 659K 6K –
ISHARES TR MRGSTR MD CP GRW 335K 5K –
ISHARES TR MSCI EAFE ETF 16M 198K –
ISHARES TR U.S. TECH ETF 1M 7K –
ISHARES TR SELECT DIVID ETF 2M 15K –
ISHARES TR RUSSELL 2000 ETF 2M 11K –
ISHARES TR CORE S&P SCP ETF 268K 3K –
ISHARES TR MRGSTR MD CP ETF 452K 6K –
ISHARES TR 20 YR TR BD ETF 13M 146K –
ISHARES TR US HLTHCARE ETF 226K 4K –
ISHARES TR MORNINGSTAR GRWT 224K 3K –
ISHARES TR CORE MSCI EAFE 17M 240K –
ISHARES TR MSCI USA MIN VOL 2M 20K –
ISHARES TR S&P 500 GRWT ETF 2M 20K –
ISHARES TR RUS 1000 GRW ETF 741K 2K –
ISHARES TR CORE S&P500 ETF 2M 3K –
ISHARES TR DOW JONES US ETF 1M 9K –
ISHARES TR U S EQUITY FACTR 900K 16K –
ISHARES TR CORE S&P MCP ETF 3M 58K –
ISHARES TR 7-10 YR TRSY BD 20M 214K –
JOHNSON & JOHNSON COM 626K 4K –
JPMORGAN CHASE & CO. COM 825K 4K –
LOCKHEED MARTIN CORP COM 319K 682 –
MASTERCARD INCORPORATED CL A 311K 705 –
MICROSOFT CORP COM 2M 5K –
ORACLE CORP COM 582K 4K –
OSHKOSH CORP COM 864K 8K –
PEPSICO INC COM 248K 2K –
PFIZER INC COM 357K 13K –
PIMCO ETF TR ACTIVE BD ETF 223K 2K –
PROCTER AND GAMBLE CO COM 336K 2K –
PROSHARES TR SHORT QQQ 6M 143K –
RAYMOND JAMES FINL INC COM 3M 21K –
SELECT SECTOR SPDR TR FINANCIAL 474K 12K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 439K 3K –
SELECT SECTOR SPDR TR TECHNOLOGY 993K 4K –
SPDR DOW JONES INDL AVERAGE UT SER 1 463K 1K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 658K 1K –
SPDR SER TR S&P DIVID ETF 633K 5K –
STRYKER CORPORATION COM 2M 6K –
TEXAS INSTRS INC COM 339K 2K –
THE CIGNA GROUP COM 224K 678 –
TRINET GROUP INC COM 423K 4K –
UNITEDHEALTH GROUP INC COM 394K 774 –
VANECK ETF TRUST MRNGSTR WDE MOAT 763K 9K –
VANGUARD INDEX FDS GROWTH ETF 2M 5K –
VANGUARD INDEX FDS SM CP VAL ETF 7M 37K –
VANGUARD INDEX FDS TOTAL STK MKT 5M 18K –
VANGUARD INDEX FDS VALUE ETF 33M 209K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 4M 19K –
VANGUARD STAR FDS VG TL INTL STK F 1M 18K –
VANGUARD WHITEHALL FDS INTL DVD ETF 457K 6K –
VANGUARD WORLD FD MEGA GRWTH IND 229K 729 –
WALMART INC COM 457K 7K –
WISDOMTREE TR US MIDCAP DIVID 1M 22K –
WISDOMTREE TR US LARGECAP DIVD 616K 8K –