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KELLETT WEALTH ADVISORS, LLC
CRD 287571File 801-120400
APPROVED
Retail clients
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$344.0M
Below cohort median (national)
Discretionary AUM
$317.3M
Non-discretionary $26.7M
Clients
465
1,440 accounts
Employees
4
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 26, 2021
- Principal office
- 8944 BLUE ASH ROAD, CINCINNATI, OH, 45242
- Phone
- 513-554-1472
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $344.0M
- Discretionary AUM
- $317.3M
- Non-discretionary AUM
- $26.7M
- Discretionary accounts
- 1,130
- Non-discretionary accounts
- 310
- Total accounts
- 1,440
- AUM per client
- $740K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $143.3M |
| Pension and profit sharing plans | Fewer than 5 | $26.7M |
| Individuals (other than high net worth individuals) | 415 | $173.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.