Overview
Assets Under Management: $134 million
Headquarters: ROYAL OAK, MI
Frequently Asked Questions
KELLY WEALTH MANAGEMENT, INC. 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 #328386), KELLY WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
KELLY WEALTH MANAGEMENT, INC. is headquartered in ROYAL OAK, MI.
According to their SEC Form ADV, KELLY WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
KELLY WEALTH MANAGEMENT, INC. manages $134 million in client assets according to their SEC filing dated March 13, 2025.
According to their SEC Form ADV, KELLY WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Total Client Accounts: 926
Discretionary Accounts: 926
Regulatory Filings
CRD Number: 328386
Filing ID: 1956697
Last Filing Date: 2025-03-13 15:02:00
Website: https://kellycapitalpartners.com