KELLY WEALTH MANAGEMENT, INC.

KELLY WEALTH MANAGEMENT, INC. of ROYAL OAK, MI is an SEC-registered investment adviser (CRD 328386). Regulatory assets under management: $160.6M.

Registration

• CRD: 328386
• SEC file number: 801-129066
• Type: Registered investment adviser
• Location: 26676 WOODWARD AVENUE, ROYAL OAK, MI, 48067
• Phone: 248-262-7217
• Latest filing: 2026-04-20
• Regulatory AUM: $160.6M
• Discretionary AUM: $160.6M
• Clients: 6
• Accounts: 900

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328386 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search