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Kelos Wealth Planning, LLC
Kelos Wealth Planning, LLC is a state-registered investment adviser in Cincinnati, Ohio. It has one employee and one investment adviser. The firm is based in...
Overview
Kelos Wealth Planning, LLC is a state-registered investment adviser in Cincinnati, Ohio. It has one employee and one investment adviser. The firm is based in Cincinnati.
General information
Firm type
RIA
Sector focus
Frequently asked questions
How does Kelos Wealth Planning source proprietary deal flow?
Public data does not describe any deal sourcing mechanism. The firm's website and LinkedIn presence are absent, so its origination process—if any—is unknown.
Does Kelos Wealth Planning participate in fund commitments or only direct deals?
No information exists on the firm's investment vehicle choices. Neither fund commitments nor direct deals are attributed to Kelos in available records.
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