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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KELLETT, BRIAN, ANTHONY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Kline, Jared, Bernard | I | FINANCIAL ADVISOR | B | |
| Kline, Jared, Bernard | I | FINANCIAL ADVISOR | B | |
| Kline, Jared, Bernard | I | FINANCIAL ADVISOR | B | |
| Kline, Jared, Bernard | I | FINANCIAL ADVISOR | B | |
| Kline, Jared, Bernard | I | FINANCIAL ADVISOR | B | |
| Kline, Jared, Bernard | I | FINANCIAL ADVISOR | B | |
| Kline, Jared, Bernard | I | FINANCIAL ADVISOR | B |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (6)
AZ FL IN KY OH TX
Address
8944 BLUE ASH ROADCINCINNATI, OH 45242
United States
Phone: 513-554-1472