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Kellett Wealth Advisors, LLC
KELLETT WEALTH ADVISORS, LLC is an SEC-registered investment adviser in CINCINNATI, OH, registered since 2021. The firm manages $344 million in assets, $317...
Kellett Wealth Advisors, LLC
KELLETT WEALTH ADVISORS, LLC is an SEC-registered investment adviser in CINCINNATI, OH, registered since 2021. The firm manages $344 million in assets, $317 million on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Kellett Wealth Advisors provide?
As a registered investment advisor, Kellett Wealth Advisors likely offers investment management, financial planning, and wealth advisory services to high-net-worth clients. The specific service menu is not publicly disclosed.
Is Kellett Wealth Advisors a single-family office or multi-family office?
The firm's name and registration as an RIA suggest it serves multiple unrelated families, making it a multi-family office by structure. However, the exact client base is not confirmed in public records.
What is the regulatory status of Kellett Wealth Advisors?
Kellett Wealth Advisors is registered as a registered investment advisor (RIA) with either the SEC or state securities authorities. This registration imposes fiduciary duty and periodic disclosure obligations.
How large is Kellett Wealth Advisors in terms of AUM?
The firm does not publicly disclose assets under management. No AUM band or estimate is available from public sources or industry databases.
Who founded Kellett Wealth Advisors?
Founder information is not publicly available. The firm's operating names and principals are not recorded in widely accessible sources.
Does Kellett Wealth Advisors invest in alternative assets?
There is no public information specifying the firm's asset allocation. As an RIA, it could theoretically access alternatives like private equity or hedge funds on behalf of clients, but no confirmed data exists.
Where is Kellett Wealth Advisors headquartered?
The firm's headquarters location is not disclosed in public records. No office addresses or geographic footprint are available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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