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| Kelly Wealth Management Inc
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| |
|---|---|
| CRD # | 328386 |
| SEC # | 801-129066 |
| CIK # | |
| AUM | $112.7 MM (2024-03-11) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 248-262-7217 |
| Address | 29100 Northwestern Highway Southfield, MI 48034 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 380 | 112.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 815 | 112.7 |
| By Discretionary | ||
| Discretionary | 815 | 112.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 815 | 112.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.7 | |
| Total | 815 | 112.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mercantile Advisors I LLC
✚
|
TX | 0.1 |
|
Montgomery Financial Services LLC
✚
|
MD | 0.1 |
|
Third Sigma Investment Advisors LLC
✚
|
DE | 0.1 |
|
Anchor Pointe Wealth Management LLC
✚
|
MO | 0.1 |
|
Breachway Investments LLC
✚
|
RI | 0.1 |
|
Sherman Wealth Management LLC
✚
|
MD | 0.1 |
|
Iowa Wealth Management LLC
✚
|
IA | 0.1 |
|
FLP Wealth Management LLC
✚
|
AR | 0.1 |
|
Pinnacle Asset Management Group Corporation Inc
✚
|
LA | 0.1 |
|
South Bay Financial Partners Group Inc
✚
|
CA | 0.1 |