CINCINNATI, OHCRD 287571Latest ADV February 19, 2026
Kellett Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated February 19, 2026, reports $344M in regulatory assets under management, 4 employees, and 1,440 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.2% of total clients.
Top client categories% of clientsClients
1
Individuals
89.2%
415
2
HNWI
10.8%
50
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$344Mas of February 19, 2026
Discretionary92.2%
$317M
92% of total RAUM92.2%
Non-discretionary7.8%
$27M
8% of total RAUM7.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$344M
Total Accounts1,440
10Y AUM Change+$344M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee116:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.