KELLY WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$160,588,514
Discretionary
$160,588,514
Non-discretionary
$0
Firm details
- CRD number
- 328386
- SEC file number
- 801-129066
- Main office
- ROYAL OAK, MI, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.