KELLOGG WEALTH ADVISORS, INC.

KELLOGG WEALTH ADVISORS, INC. is an SEC-registered investment adviser (CRD 144514). Regulatory assets under management: $9.5M.

Registration

• CRD: 144514
• Type: Registered investment adviser
• Phone: (323) 559- 1445
• Latest filing: 2026-03-11
• Regulatory AUM: $9.5M
• Non-discretionary AUM: $9.5M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144514 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search