KELLETT WEALTH ADVISORS, LLC
CRD #287571 SEC #801-120400 CINCINNATI, OH 513-554-1472
SEC Registered
Total AUM
$304.2M
Discretionary
$280.7M
Employees
4
Clients
--
Accounts
1,053
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $304.2M | $280.7M | $23.5M | 4 | 0 |
| Jan 2025 | $304.2M | $280.7M | $23.5M | 5 | 0 |
| Jan 2024 | $262.2M | $241.1M | $21.1M | 5 | 0 |
| Feb 2023 | $229.2M | $209.3M | $20M | 5 | 0 |
| Feb 2022 | $247.4M | $225M | $22.4M | 5 | 0 |
| Jan 2021 | $162M | $159M | $3M | 6 | 0 |
| Jun 2017 | $42M | $42M | $0 | 3 | 0 |
| Jun 2017 | $42M | $42M | $0 | 3 | 0 |
| Jun 2017 | $42M | $42M | $0 | 3 | 0 |
| Jun 2017 | $42M | $42M | $0 | 3 | 0 |
| May 2017 | $42M | $42M | $0 | 3 | 0 |
| Mar 2017 | $0 | $0 | $0 | 3 | 0 |
| Feb 2017 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$304.2M
Discretionary$280.7M
Non-Disc.$23.5M
Employees4
Clients0
DateJan 2025
Total AUM$304.2M
Discretionary$280.7M
Non-Disc.$23.5M
Employees5
Clients0
DateJan 2024
Total AUM$262.2M
Discretionary$241.1M
Non-Disc.$21.1M
Employees5
Clients0
DateFeb 2023
Total AUM$229.2M
Discretionary$209.3M
Non-Disc.$20M
Employees5
Clients0
DateFeb 2022
Total AUM$247.4M
Discretionary$225M
Non-Disc.$22.4M
Employees5
Clients0
DateJan 2021
Total AUM$162M
Discretionary$159M
Non-Disc.$3M
Employees6
Clients0
DateJun 2017
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0