SourcingSourcing

KAYDAN WEALTH MANAGEMENT, INC.

C45
CRD 108964·SEC 801-119365·FENTON, MI
AUM
$726.5M
$500M-$1B
Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KAYDAN WEALTH MANAGEMENT, INC.
CRD
108964
SEC file #
801-119365
EIN
383326684
DBA names
—

Economics

AUM
$726.5M
AUM band
$500M-$1B
AUM trajectory
'21'26
$454.4M → $726.5M▲ +60%
Client mix
Individuals Other741
Individuals High Net Worth357

Operations

Employees (total)
18
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'21'26
8 advisors → 8 advisors▬ 0%
Primary office
FENTON MI
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jamesmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
facebook.com/kaydanwealthmgmt(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRUZAN, JAMES, BRENDAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KRUZAN, JAMES, BRENDAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001964532
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2023-02-06
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001172661-26-001566

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Window
Raymond James2
Full
Raymond James6
E*trade4
Edgar Addresses
Mailing
329 W. SILVER LAKE ROADFENTON, MI 48430
Business
329 W. SILVER LAKE ROADFENTON, MI 48430
Edgar EIN
383326684
Edgar Recent Filings
13F-HR2026-04-29 · 0001172661-26-001566
13F-HR2026-01-12 · 0001172661-26-000120
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1094690
Trust Company Affiliate
No

People (9)

9
KRUZAN, JAMES, BRENDAN
IAR · Direct Owner · 87.5%
1094690
DARREN CRAIG BRENNAN
IAR
6066235
NOVAK, DAVID, WILLIAM
IAR
2811131
MATHEW RYAN BRITT
IAR
5645825
TERRY RAY CARR
IAR
2218799
JENNIFER J SLATER
IAR
5671666
Jared M. Ryan
IAR
8032476
Chase Poulson
IAR
7475973
GREGG STEPHEN DUCATTE
IAR
704757