KELOS WEALTH PLANNING, LLC

KELOS WEALTH PLANNING, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 342194).

Registration

• CRD: 342194
• Type: Registered investment adviser
• Location: 3832 MARBURG AVE., CINCINNATI, OH, 45209
• Phone: 513-966-5478
• Latest filing: 2026-07-06
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342194 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search