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KELLETT WEALTH ADVISORS, LLC

Tel: 513-554-1472
8944 Blue Ash Road
Cincinnati, Ohio  45242

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KELLETT WEALTH ADVISORS, LLC

KELLETT WEALTH ADVISORS, LLC is a Cincinnati, Ohio based financial advisory firm with nearly $304,156,165 in assets under management and provides investment advisory services for 1053 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

287571

SEC#:

801-120400

No. of Clients:

1053

Assets under Management

$304,156,165

No. of Advisors:

4

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