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Kelly Wealth Management, Inc.

● SEC registered since 2023CRD 328386SEC# 801-129066Royal Oak, MI
Export (members)
Reg. AUM
$134.4M
Employees
6
Accounts
926
Location
Royal Oak, MI

Kelly Wealth Management, Inc. assets under management

Kelly Wealth Management, Inc. operates as an SEC-registered investment adviser based in Royal Oak, MI. The firm has been registered since 2023. It reports $134.4 million in regulatory assets under management and employs 6 people.
www.facebook.com/kellycapitalpartnersView on SEC.gov ↗

Kelly Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Mary Jane Kelly ControlCeo / Investment Advisor RepresentativeOver 75%2023
Sean Lawrence Kelly ControlCco / Investment Advisor RepresentativeUnder 5%2023

Frequently asked questions

How much does Kelly Wealth Management, Inc. manage?

Kelly Wealth Management, Inc. reports $134.4 million in regulatory assets under management on its Form ADV.

How many employees does Kelly Wealth Management, Inc. have?

Kelly Wealth Management, Inc. reports 6 employees.

Where is Kelly Wealth Management, Inc. located?

Kelly Wealth Management, Inc. is based in Royal Oak, MI and has been SEC-registered since 2023.

Does Kelly Wealth Management, Inc. disclose fund performance?

Kelly Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address26676 Woodward Avenue, Royal Oak, MI 48067
Phone248-262-7217
Fax248-327-7757
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134.4M
Non-discretionary$0
Total (RAUM)$134.4M