KELLETT WEALTH ADVISORS, LLC

KELLETT WEALTH ADVISORS, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 287571). Regulatory assets under management: $344.0M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

Officers, owners & control persons (4)

NameRoleLocation
Brian Anthony KellettPRESIDENT & CHIEF COMPLIANCE OFFICER
Jared Bernard KlineFINANCIAL ADVISOR
KELLETT BRIAN ANTHONYMANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER
Kline Jared BernardFINANCIAL ADVISOR

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