Kelly Wealth Management, Inc.
● SEC registered since 2023CRD 328386SEC# 801-129066Royal Oak, MI
Reg. AUM
$160.6M
Employees
6
Accounts
900
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 $160.6 million in regulatory assets under management and employs 6 people.
Kelly Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Jane Kelly Control | Ceo / Investment Advisor Representative | Over 75% | 2023 |
| Sean Lawrence Kelly Control | Cco / Investment Advisor Representative | Under 5% | 2023 |
Frequently asked questions
How much does Kelly Wealth Management, Inc. manage?
Kelly Wealth Management, Inc. reports $160.6 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
| Address | 26676 Woodward Avenue, Royal Oak, MI 48067 |
| Phone | 248-262-7217 |
| Fax | 248-327-7757 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.6M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$160.6Mregulatory AUM
Discretionary $160.6M