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KELLY WEALTH MANAGEMENT, INC.
CRD 328386File 801-129066
APPROVED
Retail clients
Filing as of Apr 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$160.6M
Bottom 25% of cohort (national)
Discretionary AUM
$160.6M
Clients
529
900 accounts
Employees
6
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 15, 2023
- Principal office
- 26676 WOODWARD AVENUE, ROYAL OAK, MI, 48067
- Phone
- 248-262-7217
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $160.6M
- Discretionary AUM
- $160.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 900
- Non-discretionary accounts
- 0
- Total accounts
- 900
- AUM per client
- $304K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 529 | $160.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 404 | 529 | increased by125 |
| Apr 1, 2026 | AUM | $134,383,393 | $160,588,514 | increased by$26,205,121 |
| Apr 1, 2026 | Accounts | 926 | 900 | decreased by26 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KELLY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KELLY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.