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KELLETT WEALTH ADVISORS, LLC
KELLETT WEALTH ADVISORS, LLC
CINCINNATI, Ohio
·
2 registered advisors
·
CRD# 287571
SEC# 801-120400
0
513-554-1472
01
Firm Overview
AUM
$262M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at KELLETT WEALTH ADVISORS, LLC
2 registered advisors
Brian Anthony Kellett
CINCINNATI, Ohio
CRD# 4781061
Jared Bernard Kline
CINCINNATI, Ohio
CRD# 7167305
05
Office Locations
CINCINNATI, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. KELLETT WEALTH ADVISORS, LLC (CRD# 287571) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.