Kelly Wealth Management, Inc.
Kelly Wealth Management, Inc. is an SEC-registered mass-market adviser in Royal Oak, MI with $160.6M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Kelly Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328386, SEC 801-129066, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $160.6M (2026-04-20)
- Firm type
- Mass-Market Adviser
- Location
- Royal Oak, MI
- Employees
- 6
- Clients
- 529
- CRD
- 328386
- Ownership
- Kelly, Mary, Jane; Kelly, Sean, Lawrence
How much AUM does Kelly Wealth Management, Inc. have?
Kelly Wealth Management, Inc. reported $160.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Kelly Wealth Management, Inc.?
Disclosed owners and executives of Kelly Wealth Management, Inc. include Kelly, Mary, Jane, Kelly, Sean, Lawrence. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.