KELLY WEALTH MANAGEMENT, INC.
CRD #328386 SEC #801-129066 ROYAL OAK, MI 248-262-7217
SEC Registered
Total AUM
$134.4M
Discretionary
$134.4M
Employees
6
Clients
0
Accounts
926
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $134.4M | $134.4M | $0 | 6 | 0 |
| Sep 2024 | $112.7M | $112.7M | $0 | 6 | 0 |
| Mar 2024 | $112.7M | $112.7M | $0 | 6 | 0 |
| Dec 2023 | $0 | $0 | $0 | 7 | 0 |
| Dec 2023 | $0 | $0 | $0 | 7 | 0 |
| Oct 2023 | $0 | $0 | $0 | 7 | 0 |
| Oct 2023 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0