# Kaizen Retirement Plan Advisors

Kaizen Retirement Plan Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/bill-gleavy-aif

## Regulatory record

- **CRD number:** 289238
- **SEC file number:** 801-130196
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289238

## About

KAIZEN RETIREMENT PLAN ADVISORS, LLC is an SEC-registered investment adviser since 2024. The firm manages $156 million in assets, $47 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Kaizen Retirement Plan Advisors?

No named principals or investment committee members have been identified from public sources. The firm's leadership structure is not disclosed.

### What services does Kaizen Retirement Plan Advisors typically provide?

As an RIA focused on retirement plans, the firm is expected to offer fiduciary advisory services (3(21) or 3(38)), investment selection and monitoring, participant education, and compliance support. Specific service offerings are not publicly detailed.

### What is the firm's geographic footprint?

The firm's headquarters location and any additional offices are not disclosed in public records.

### How many professionals work at Kaizen Retirement Plan Advisors?

No team size or professional roster has been publicly reported.

## Related profiles

- [Operating Capital Management](https://altss.com/profile/operating-capital-management-llc)
- [MILOHEN FUNDS, LLC](https://altss.com/profile/milohen-funds-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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