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Building 2KELLY WEALTH MANAGEMENT, INC.

Map pinROYAL OAK, MI
Phone248-262-7217
NotebookSEC #801-129066
Total AUM
$160.6M
Employees
6
Clients
529

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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