KELLETT WEALTH ADVISORS, LLC

8944 Blue Ash Road
Cincinnati, Ohio 45242
Tel: 513-554-1472

About KELLETT WEALTH ADVISORS, LLC

KELLETT WEALTH ADVISORS, LLC, formally registered with the SEC as KELLETT WEALTH ADVISORS, LLC. The firm was established in 02/26/2021. They have over 1 offices throughout the country.

KELLETT WEALTH ADVISORS, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $304,156,165 assets under management, offering retirement planning & investment advisory services to 1053 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287571
SEC#	801-120400
Assets Managed by Firm	$304,156,165
No. of Clients	1053
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1053	$304,156,165
Individuals (other than high net worth individuals)	392	$152,985,813
High net worth individuals	47	$127,703,389
Pension and profit sharing plans	Fewer than 5 clients	$23,466,963

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