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Building 2KELLETT WEALTH ADVISORS, LLC

Map pinCINCINNATI, OH
Phone513-554-1472
NotebookSEC #801-120400
Total AUM
$344M
Employees
4
Clients
466

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8944 BLUE ASH ROAD
CINCINNATI
OH 45242
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
513-554-1472

ReceiptFinancials

Total AUM
$344M
Accounts
1,440
Discretionary
$317.3M
Accounts
1,130
Non-Discretionary
$26.7M
Accounts
310

ContactClients

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Individual Clients
415
AUM
$173.9M
HNW Individual Clients
50
AUM
$143.3M
Pension/Profit Sharing Plan Clients
1
AUM
$26.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLINKYOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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