Kelly Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Royal Oak, MI. Its latest Form ADV filing, dated April 20, 2026, reports $161M in regulatory assets under management, 6 employees, and 900 accounts.
Assets Under Management
$161M
Employees
6
Offices
--
Total Clients
529
Primary office
ROYAL OAK, MI
26676 WOODWARD AVENUE, ROYAL OAK, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
529
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of April 20, 2026
Discretionary100.0%
$161M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$161M
Total Accounts900
10Y AUM Change+$161M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee88:1
10Y Employee Change-1 (-14.3%)
* 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.