# Experiential Wealth

Experiential Wealth is a Bank / Wealth / Trust based in Baltimore, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Baltimore, United States
- **Region:** North America
- **Address:** Baltimore, MD, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** experientialwealth.com
- **LinkedIn:** https://www.linkedin.com/company/chao-&-company-ltd.

## Regulatory record

- **Reports private funds:** No

## About

Leo J. Kelly III founded Experiential Wealth in 1992 in Baltimore, Maryland, structuring the firm to deliver financial planning and investment management to high-net-worth individuals and institutional clients. The practice operates from its single office in the Mid-Atlantic region. The firm's strategy centers on portfolio management and financial planning, covering asset allocation, retirement planning, and estate coordination. The mandate serves both high-net-worth individuals and institutional accounts, though specific portfolio companies, asset class concentrations beyond broad equity and fixed income, and geographic coverage beyond the Mid-Atlantic are not publicly detailed. Team size and total assets under management are not publicly disclosed. Experiential Wealth maintains no known philanthropic foundation, adjacent operating business, or private-club membership tied to the firm's structure. No dated operational event from the last 24 months was identifiable in public record. Experiential Wealth's structure as an independently owned Maryland boutique differentiates it from the large wirehouses and private banks that dominate the high-net-worth advisory market.

## Sectors

- Wealth Management
- Financial Services

## People

- Leo J. Kelly III — President

## Questions

### What services does Experiential Wealth offer?

The firm provides financial planning, portfolio management, and investment management services. These are directed at high-net-worth individuals and institutional clients, covering areas such as asset allocation, retirement planning, and estate coordination.

### Is Experiential Wealth structured as an RIA or a bank-affiliated practice?

Experiential Wealth operates as an independent wealth manager headquartered in Baltimore, not as a division of a bank or wirehouse. This structure allows it to avoid the proprietary product pressures that large bank-affiliated wealth units encounter.

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Last updated: 2026-08-11T02:43:31.692Z

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