Kaydan Wealth Management, Inc.
Kaydan Wealth Management, Inc. is a registered investment adviser headquartered in Fenton, Michigan. Founded in 2003, the firm manages investment portfolios for a mix of individual investors, including high net worth individuals and some pension and profit sharing plans. As of March 2024, the firm has 17 employees and oversees assets under management (AUM) totaling approximately $625.6 million. Kaydan Wealth provides financial guidance, investment management, and holistic wealth planning to help clients achieve long-term financial goals.
Investment Strategy
Kaydan Wealth Management, Inc. adopts a client-focused investment approach, primarily offering discretionary portfolio management across diverse asset classes. The firm emphasizes customized solutions for individuals and high net worth clients, designing investment strategies that align with clients' risk tolerance, time horizon, and financial objectives. Investments typically include equities, fixed income, and select alternative assets; portfolios are actively rebalanced to pursue growth while managing risk and capital preservation.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 11.62% | $40.7M | 678,621 | $54.10 | $59.92 | +$1.1M |
I IAU | ISHARES GOLD TR | 9.27% | $32.5M | 446,063 | $51.81 | $72.77 | +$10.1M |
V VTV | VANGUARD INDEX FDS | 8.97% | $31.4M | 168,421 | $144.48 | $186.49 | +$2.0M |
I ITOT | ISHARES TR | 8.58% | $30.0M | 206,197 | $136.73 | $145.65 | +$8.8M |
I IEF | ISHARES TR | 7.46% | $26.1M | 270,776 | $95.41 | $96.46 | +$12.4M |