# KELLETT WEALTH ADVISORS, LLC

KELLETT WEALTH ADVISORS, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 287571
- Type: SEC-registered investment adviser
- SEC file number: 801-120400
- Location: 8944 BLUE ASH ROAD, CINCINNATI, OH, 45242
- Phone: 513-554-1472
- Latest filing: 2026-02-19
- Regulatory AUM: $344.0M
- Discretionary AUM: $317.3M
- Non-discretionary AUM: $26.7M
- Clients: 4
- Accounts: 1,440

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Brian Anthony Kellett | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Jared Bernard Kline | FINANCIAL ADVISOR | — |
| KELLETT BRIAN ANTHONY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Kline Jared Bernard | FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287571/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287571/similar
- Related entities: https://search.stillhousedata.com/firm/287571/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287571

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.