Kellett Wealth Advisors, LLC
● SEC registered since 2021CRD 287571SEC# 801-120400Cincinnati, OH
Reg. AUM
$344M
Employees
4
Accounts
1,440
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 $344 million in regulatory assets under management and employs 4 people.
Kellett Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Anthony Kellett Control | President & Chief Compliance Officer | Over 75% | 2017 |
| Jared Bernard Kline | Financial Advisor | 10-25% | 2020 |
Frequently asked questions
How much does Kellett Wealth Advisors, LLC manage?
Kellett Wealth Advisors, LLC reports $344 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
| Address | 8944 Blue Ash Road, Cincinnati, OH 45242 |
| Phone | 513-554-1472 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$344M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$344Mregulatory AUM
Discretionary $317.3MNon-discretionary $26.7M