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KAITZ INVESTMENTS INCORPORATED

Advisory

NV

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$935K

across 13 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, NV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

$12M

RIGHTWISE WEALTH, INC.

$12M

WEALTH INNOVATION LLC

$13M

CHIEF CAPITAL MANAGEMENT, INC

$13M

RANDOLPH & ASSOCIATES LTD

$11M

AVALON WEALTH PARTNERS LLC

$10M

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