# Kellett Wealth Advisors, LLC

Kellett Wealth Advisors, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://kellettwealth.com
- **LinkedIn:** https://www.linkedin.com/company/briankellett1

## Regulatory record

- **CRD number:** 287571
- **SEC file number:** 801-120400
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287571

## About

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.

## Questions

### 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.

### 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.

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Last updated: 2026-07-06T01:24:19.568Z

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