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KAYDAN WEALTH MANAGEMENT, INC.
CRD 108964File 801-119365
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$726.5M
Above cohort median (national)
Discretionary AUM
$726.5M
Clients
1,098
2,426 accounts
Employees
18
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 31, 2020
- Principal office
- 329 W. SILVER LAKE RD., FENTON, MI, 48430
- Phone
- (810) 593-1624
- Website
- http://www.kaydanwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $726.5M
- Discretionary AUM
- $726.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,426
- Non-discretionary accounts
- 0
- Total accounts
- 2,426
- AUM per client
- $662K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 357 | $528.0M |
| Pension and profit sharing plans | Fewer than 5 | $7.6M |
| Individuals (other than high net worth individuals) | 741 | $191.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 17 | 18 | increased by1 |
| Mar 1, 2026 | Clients | 1,075 | 1,098 | increased by23 |
| Mar 1, 2026 | AUM | $655,137,551 | $726,507,771 | increased by$71,370,220 |
| Mar 1, 2026 | Accounts | 2,361 | 2,426 | increased by65 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 17 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 688 | 1,075 | increased by387 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $654,840,570 | $655,137,551 | increased by$296,981 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,117 | 2,361 | increased by244 |
| Apr 1, 2022 | Employees | 8 | 15 | increased by7 |
| Apr 1, 2022 | Clients | 984 | 688 | decreased by296 |
| Apr 1, 2022 | AUM | $547,459,112 | $654,840,570 | increased by$107,381,458 |
| Apr 1, 2022 | Accounts | 1,958 | 2,117 | increased by159 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KAYDAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KAYDAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.