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KELLY WEALTH MANAGEMENT, INC.
CRD 328386 · SEC 801-129066
26676 WOODWARD AVENUE, ROYAL OAK, MI, 48067, United States
Phone
248-262-7217
Fax
248-327-7757
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.6M
Discretionary AUM
$160.6M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 529 | $160.6M |
States served
MI, FL
All web addresses on file
Official SEC filing: View on IAPD