RIA Intel›Advisers›Massachusetts›KAIZERMAN, MARK HASKELL

KAIZERMAN, MARK HASKELL

Advisory

NATICK, MA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in MA

#1,299

of 1,590 advisers by AUM

Average account

$1M

across 23 accounts

AUM per adviser

$9M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$26M

Discretionary AUM$0

Non-Discretionary AUM$26M

Discretionary %0%

Total Clients15

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

15 clients

10 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

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

SHIMKUS, PETER EDWARD

$26M

WINSLOW WEALTH MANAGEMENT LLC

$27M

DETWILER FENTON INVESTMENT MANAGEMENT LLC

$27M

$26M

WILLIAMS WEALTH MANAGEMENT LLC

$26M

JADIM WEALTH MANAGEMENT, LLC

$26M

Get the full picture on KAIZERMAN, MARK HASKELL

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KAIZERMAN, MARK HASKELL and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans