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| Happy Holidays!! thanks for using AUM13F!! |
| Kelly Wealth Management Inc
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|---|---|
| CRD # | 328386 |
| SEC # | 801-129066 |
| CIK # | |
| AUM | $134.4 M (2025-03-13) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 248-262-7217 |
| Address | 26676 Woodward Avenue Royal Oak, MI 48067 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 404 | 134.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 926 | 134.4 |
| By Discretionary | ||
| Discretionary | 926 | 134.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 926 | 134.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.4 | |
| Total | 926 | 134.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FLP Wealth Management LLC
✚
|
AR | 0.1 |
|
Opulen Financial Group LLC
✚
|
VA | 0.1 |
|
CornerStone Financial Management LLC
✚
|
MA | 0.1 |
|
Fairway Financial LLC
✚
|
FL | 0.1 |
|
Hahn Financial Group Inc
✚
|
SD | 0.1 |
|
Grant Private Wealth Management Inc
✚
|
CA | 0.1 |
|
DBD Retirement and Financial Services LLC
✚
|
0.1 | |
|
Poulos Advisors Inc
✚
|
VT | 0.1 |
|
Wall Street Financial Group Inc
✚
|
IL | 0.1 |
|
City Center Advisors LLC
✚
|
MI | 0.1 |