# Kaizen Wealth Advisors, LLC

> Kaizen Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated April 6, 2026.

- CRD: 143525
- Filed as: KAIZEN WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Nebraska
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143525
- AdvisorCensus page: https://advisorcensus.com/firm/kaizen-wealth-advisors-llc-143525

## Quick answers

**How is Kaizen Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kaizen Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Kaizen Wealth Advisors, LLC registered with the SEC or a state?**
Kaizen Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 143525.

**What types of clients does Kaizen Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Kaizen Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143525

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | Not reported |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kaizenwealth.com](https://kaizenwealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kaizen Wealth Advisors, LLC (CRD 143525): Form ADV filing data as of October 2026.