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Brian Anthony Kellett

KELLETT WEALTH ADVISORS, LLC·CINCINNATI, Ohio
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8944 BLUE ASH ROAD, CINCINNATI, OH 45242CRD# 4781061Firm CRD# 287571
01

About

Brian Anthony Kellett is a registered financial advisor based in CINCINNATI, Ohio, affiliated with KELLETT WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
KELLETT WEALTH ADVISORS, LLC
KELLETT WEALTH ADVISORS, LLC
AUM
$262M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KELLETT WEALTH ADVISORS, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4781061
Firm CRD# 287571
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Anthony Kellett offer?
Brian Anthony Kellett specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Brian Anthony Kellett's credentials?
Brian Anthony Kellett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Anthony Kellett located?
Brian Anthony Kellett is based in CINCINNATI, Ohio, working with KELLETT WEALTH ADVISORS, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Brian Anthony Kellett charge for services?
Brian Anthony Kellett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KELLETT WEALTH ADVISORS, LLC?
KELLETT WEALTH ADVISORS, LLC has approximately 5 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KELLETT WEALTH ADVISORS, LLC

Jared Bernard Kline
CINCINNATI, OH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
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Research
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