Derrick Demay
Kaizen Wealth Management · Charleston, South Carolina
Derrick Demay is a fee-only financial advisor at Kaizen Wealth Management in Charleston, South Carolina. Kaizen Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Kaizen Wealth Management |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $68.5M across 120 accounts |
| SEC registration | Investment adviser representative in NY, SC · CRD 2588120 |
| Exams passed | Series 63 (1995) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.kaizenwm.com |
| Profile |
How Derrick's firm compares
- Kaizen Wealth Management's average account is about $571,000, from its Form ADV (assets managed divided by 120 accounts).
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Questions about Derrick
Is Derrick Demay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derrick holds no broker registration, and Kaizen Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derrick charge for financial advice?
Derrick's firm, Kaizen Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Derrick Demay based?
Derrick Demay is based in Charleston, South Carolina.
Is Derrick Demay registered with the SEC?
Yes. Derrick Demay is registered as an investment adviser representative in NY and SC (CRD 2588120), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Kaizen Wealth Management manage?
Kaizen Wealth Management reports $68.5M across 120 accounts in assets under management.
How do I contact Derrick Demay?
Through Derrick's website, www.kaizenwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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