Kellett Wealth Advisors, LLC
Kellett Wealth Advisors, LLC is an SEC-registered mass-market adviser in Cincinnati, OH with $344.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Kellett Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287571, SEC 801-120400, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $344.0M (2026-02-19)
- Firm type
- Mass-Market Adviser
- Location
- Cincinnati, OH
- Employees
- 4
- Clients
- 465
- CRD
- 287571
- Ownership
- KELLETT, BRIAN, ANTHONY; Kline, Jared, Bernard
How much AUM does Kellett Wealth Advisors, LLC have?
Kellett Wealth Advisors, LLC reported $344.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Kellett Wealth Advisors, LLC?
Disclosed owners and executives of Kellett Wealth Advisors, LLC include KELLETT, BRIAN, ANTHONY, Kline, Jared, Bernard. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.