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KELLETT WEALTH ADVISORS, LLC
CRD 287571 · SEC 801-120400
8944 BLUE ASH ROAD, CINCINNATI, OH, 45242, United States
Phone
513-554-1472
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$344.0M
Discretionary AUM
$317.3M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 415 | $173.9M |
| High net worth individuals | 50 | $143.3M |
States served
AZ, IN, KY, OH, TX, FL
All web addresses on file
- https://www.linkedin.com/in/briankellett1/
- https://www.kellettschaffner.com/
- https://www.kellettwealth.com
- https://twitter.com/WealthKs
- https://www.linkedin.com/company/kellett-schaffner-wealth-advisors/about/
- https://www.facebook.com/KellettSchaffner
- https://www.linkedin.com/in/david-bodnar-cfp-296058a/
- https://www.linkedin.com/in/jared-kline-cfp-r-1452864/
Official SEC filing: View on IAPD