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Kellett Wealth Advisors, LLC

● SEC registered since 2021CRD 287571SEC# 801-120400Cincinnati, OH
Export (members)
Reg. AUM
$304.2M
Employees
4
Accounts
1,053
Location
Cincinnati, OH

Kellett Wealth Advisors, LLC assets under management

Kellett Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2021. It reports $304.2 million in regulatory assets under management and employs 4 people.
www.kellettwealth.comView on SEC.gov ↗

Kellett Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Anthony Kellett ControlPresident & Chief Compliance OfficerOver 75%2017
Jared Bernard KlineFinancial Advisor10-25%2020

Frequently asked questions

How much does Kellett Wealth Advisors, LLC manage?

Kellett Wealth Advisors, LLC reports $304.2 million in regulatory assets under management on its Form ADV.

How many employees does Kellett Wealth Advisors, LLC have?

Kellett Wealth Advisors, LLC reports 4 employees.

Where is Kellett Wealth Advisors, LLC located?

Kellett Wealth Advisors, LLC is based in Cincinnati, OH and has been SEC-registered since 2021.

Does Kellett Wealth Advisors, LLC disclose fund performance?

Kellett Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8944 Blue Ash Road, Cincinnati, OH 45242
Phone513-554-1472
Office hours9a.m. - 4p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$280.7M
Non-discretionary$23.5M
Total (RAUM)$304.2M