Overview
Assets Under Management: $304 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Frequently Asked Questions
KELLETT WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287571), KELLETT WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
KELLETT WEALTH ADVISORS, LLC is headquartered in CINCINNATI, OH.
KELLETT WEALTH ADVISORS, LLC serves 47 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, KELLETT WEALTH ADVISORS, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
KELLETT WEALTH ADVISORS, LLC manages $304 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, KELLETT WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,053
Discretionary Accounts: 1,050
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 287571
Filing ID: 1930955
Last Filing Date: 2025-03-04 10:50:00
Website: https://kellettwealth.com