# KELLY WEALTH MANAGEMENT, INC.

KELLY WEALTH MANAGEMENT, INC. of ROYAL OAK, MI is an SEC-registered investment adviser.

## Registration

- CRD: 328386
- Type: SEC-registered investment adviser
- SEC file number: 801-129066
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Kelly Lawrence | CCO / INVESTMENT ADVISOR REPRESENTATIVE | Kirkland, WA |
| Mary Jane Kelly | CEO / INVESTMENT ADVISOR REPRESENTATIVE | — |
| Sean Lawrence Kelly | CCO / INVESTMENT ADVISOR REPRESENTATIVE | — |
| KELLY ROSLYN JANE | CEO / INVESTMENT ADVISOR REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328386/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328386/similar
- Related entities: https://search.stillhousedata.com/firm/328386/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328386

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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.