Kaydan Wealth Management, Inc.
- Regulatory AUM
- $727M
- Discretionary
- $727M
- Clients
- 1,098
- Avg AUM / client
- $662K
- Accounts
- 2,426
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Investments (13F portfolio — 109 positions, $299,040,698)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | VALUE ETF | $32,571,118 | 166,010 | 10.9% | 4.48% |
| 2 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $28,415,187 | 443,433 | 9.5% | 3.91% |
| 3 | First Tr Exchange Traded Fd | FIRST TR ENH NEW | $25,080,460 | 419,546 | 8.39% | 3.45% |
| 4 | Ishares Tr | 7-10 YR TRSY BD | $18,500,189 | 193,841 | 6.19% | 2.55% |
| 5 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $18,398,918 | 95,868 | 6.15% | 2.53% |
| 6 | Ishares Gold Tr | ISHARES NEW | $15,690,276 | 177,975 | 5.25% | 2.16% |
| 7 | Proshares Tr | SHORT S&P 500 NE | $14,706,333 | 387,723 | 4.92% | 2.02% |
| 8 | Ishares Tr | CORE S&P TTL STK | $14,690,895 | 103,145 | 4.91% | 2.02% |
| 9 | Ishares Tr | 20 YR TR BD ETF | $12,863,149 | 148,381 | 4.3% | 1.77% |
| 10 | First Tr Exchange Traded Alp | COM SHS | $8,202,896 | 88,824 | 2.74% | 1.13% |
| 11 | Ishares Tr | CORE S&P MCP ETF | $6,444,895 | 95,438 | 2.16% | 0.89% |
| 12 | Ishares Tr | S&P 100 ETF | $5,934,960 | 18,659 | 1.98% | 0.82% |
| 13 | Ishares Tr | CORE MSCI EAFE | $5,289,312 | 58,426 | 1.77% | 0.73% |
| 14 | Vanguard Index Fds | TOTAL STK MKT | $5,174,525 | 16,130 | 1.73% | 0.71% |
| 15 | Ishares Tr | RUSSELL 2000 ETF | $4,209,378 | 16,973 | 1.41% | 0.58% |
| 16 | Vanguard Specialized Funds | DIV APP ETF | $4,188,294 | 19,475 | 1.4% | 0.58% |
| 17 | Ishares Tr | CORE S&P500 ETF | $4,169,370 | 6,383 | 1.39% | 0.57% |
| 18 | First Tr Exchange Traded Fd | SHS | $4,046,555 | 86,042 | 1.35% | 0.56% |
| 19 | Vanguard Index Fds | GROWTH ETF | $3,872,580 | 8,866 | 1.3% | 0.53% |
| 20 | Raymond James Finl Inc | COM | $3,065,928 | 21,175 | 1.03% | 0.42% |
| 21 | First Tr Exchange Traded Fd | NASD TECH DIV | $2,807,272 | 29,973 | 0.94% | 0.39% |
| 22 | Apple Inc | COM | $2,643,572 | 10,416 | 0.88% | 0.36% |
| 23 | Ishares Tr | SELECT DIVID ETF | $2,452,315 | 16,197 | 0.82% | 0.34% |
| 24 | Ishares Tr | S&P 500 GRWT ETF | $2,314,004 | 20,458 | 0.77% | 0.32% |
| 25 | Microsoft Corp | COM | $2,015,329 | 5,444 | 0.67% | 0.28% |
Top 25 of 109 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 741 | $191M | 26.3% |
| High net worth individuals | 357 | $528M | 72.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $7.6M | 1.04% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Brendan Kruzan | President/Chief Compliance Officer | CFP | Nov 1996 (30y) | 75% or more |
| Darren Craig Brennan | Registered representative | CFP | Feb 2018 (8y) | |
| Mathew Ryan Britt | Registered representative | Feb 2018 (8y) | ||
| Jennifer J Slater | Registered representative | CFP | Apr 2019 (7y) | |
| Jared M. Ryan | Registered representative | CFP | Jan 2025 (2y) | |
| Chase Poulson | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 960 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Raymond James $611M (84% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗