KELLETT WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$344,003,237
Discretionary
$317,262,796
Non-discretionary
$26,740,441
Firm details
- CRD number
- 287571
- SEC file number
- 801-120400
- Main office
- CINCINNATI, OH, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.kellettwealth.com
- Fee structure
-
Percentage of AUM
As of October 2026.