KAIZEN FINANCIAL ADVISORS, LLC
CRD #155353 SEC #801-115111 KIRKLAND, WA 425-321-5800
SEC Registered
Total AUM
$244.2M
Discretionary
$244.2M
Employees
4
Clients
0
Accounts
560
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $244.2M | $244.2M | $0 | 4 | 0 |
| Mar 2024 | $220.8M | $220.3M | $535.7K | 3 | 1 |
| Nov 2023 | $182M | $180.3M | $1.7M | 3 | 2 |
| Mar 2023 | $182M | $180.3M | $1.7M | 3 | 2 |
| Mar 2022 | $228.3M | $173.8M | $54.6M | 4 | 0 |
| Nov 2021 | $202M | $157.5M | $44.5M | 4 | 0 |
| Mar 2021 | $202M | $157.5M | $44.5M | 4 | 0 |
| Jun 2020 | $145.7M | $144M | $1.6M | 4 | 0 |
| Mar 2020 | $145.7M | $144M | $1.6M | 4 | 0 |
| Apr 2019 | $121.4M | $119.8M | $1.6M | 3 | 0 |
| Mar 2019 | $121.4M | $119.8M | $1.6M | 3 | 0 |
DateMar 2025
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$220.8M
Discretionary$220.3M
Non-Disc.$535.7K
Employees3
Clients1
DateNov 2023
Total AUM$182M
Discretionary$180.3M
Non-Disc.$1.7M
Employees3
Clients2
DateMar 2023
Total AUM$182M
Discretionary$180.3M
Non-Disc.$1.7M
Employees3
Clients2
DateMar 2022
Total AUM$228.3M
Discretionary$173.8M
Non-Disc.$54.6M
Employees4
Clients0
DateNov 2021
Total AUM$202M
Discretionary$157.5M
Non-Disc.$44.5M
Employees4
Clients0
DateMar 2021
Total AUM$202M
Discretionary$157.5M
Non-Disc.$44.5M
Employees4
Clients0
DateJun 2020
Total AUM$145.7M
Discretionary$144M
Non-Disc.$1.6M
Employees4
Clients0
DateMar 2020
Total AUM$145.7M
Discretionary$144M
Non-Disc.$1.6M
Employees4
Clients0
DateApr 2019
Total AUM$121.4M
Discretionary$119.8M
Non-Disc.$1.6M
Employees3
Clients0
DateMar 2019
Total AUM$121.4M
Discretionary$119.8M
Non-Disc.$1.6M
Employees3
Clients0