# Kelos Wealth Planning, LLC

Kelos Wealth Planning, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 342194
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/342194

## About

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.

## Sectors

- Wealth Planning
- Private Wealth Management

## 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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- [Honeybear Financial LLC](https://altss.com/profile/honeybear-financial-llc)
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Last updated: 2026-07-06T01:24:19.568Z

Canonical page: https://altss.com/profile/kelos-wealth-planning-llc

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