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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 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 |
|---|---|---|---|---|
| Kelly, Sean, Lawrence | I | CCO / INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Kelly, Sean, Lawrence | I | CCO / INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Kelly, Sean, Lawrence | I | CCO / INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Kelly, Sean, Lawrence | I | CCO / INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Kelly, Sean, Lawrence | I | CCO / INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Kelly, Sean, Lawrence | I | CCO / INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Kelly, Sean, Lawrence | I | CCO / INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Kelly, Mary, Jane | I | CEO / INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Kelly, Mary, Jane | I | CEO / INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Kelly, Mary, Jane | I | CEO / INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Kelly, Mary, Jane | I | CEO / INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Kelly, Mary, Jane | I | CEO / INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Kelly, Mary, Jane | I | CEO / INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Kelly, Mary, Jane | I | CEO / INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (2)
FL MI
Address
26676 WOODWARD AVENUEROYAL OAK, MI 48067
United States
Phone: 248-262-7217