# Kelly Wealth Management

Kelly Wealth Management is a Bank / Wealth / Trust based in Southfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Southfield, United States
- **Region:** North America
- **Address:** Southfield, MI, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** kellycapitalpartners.com
- **LinkedIn:** https://www.linkedin.com/company/kelly-capital-partners-of-michigan

## Regulatory record

- **CRD number:** 328386
- **SEC file number:** 801-129066
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328386

## About

Kelly Wealth Management was established in 2023 by James D. Kelly in Southfield, Michigan, a northern suburb of Detroit. The firm operates as a registered investment advisor, providing wealth management and retirement planning services to individuals and high-net-worth clients. Kelly's founding reflects a wave of experienced advisors launching independent shops in the Great Lakes region. The firm advises on portfolio construction and retirement-income strategies, with a focus on traditional liquid markets rather than direct private investments. Kelly Wealth Management does not publicly disclose a dedicated private equity, venture capital, or real-asset allocation program. Its investment approach emphasizes long-term financial planning, risk management, and personalized asset allocation for clients concentrated in the Midwest. As of mid-2026, the firm has not publicly disclosed assets under management, team size, or additional office locations. No affiliated philanthropic foundations, operating companies, or co-investor networks have been identified. Kelly Wealth Management's structural model is that of a fiducially bound, fee-only RIA — a posture that legally obligates it to prioritize client interests over proprietary product sales. This separates it from bank-affiliated wealth managers and broker-dealers that push in-house funds, though it lacks the scale and alternative-investment access of larger multi-family offices.

## Sectors

- We Management
- Retirement Planning
- Portfolio Management

## Questions

### Who is the founder and principal of Kelly Wealth Management?

The firm was founded by James D. Kelly in 2023. As a newly established RIA, Mr. Kelly serves as the lead advisor. No additional named investment committee members or principals have been disclosed publicly as of mid-2026.

### Where is Kelly Wealth Management headquartered?

The firm's sole known office is in Southfield, Michigan, a commercial hub in the Detroit metropolitan area. No additional locations or regional expansion plans have been disclosed.

## Related profiles

- [Kelly Services](https://altss.com/profile/kelly-services)
- [Kelvin and Eleanor Smith Foundation](https://altss.com/profile/kelvin-and-eleanor-smith-foundation)

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

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