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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-10-2017
- Office Locations
- 1
Office Locations
About Kellett Wealth Advisors, LLC
Kellett Wealth Advisors is a Cincinnati-based RIA focused on straightforward, customized financial planning and risk-based portfolio guidance for individuals navigating major transitions—leaving Procter & Gamble, retirement, divorce, or widowhood. The team provides ongoing wealth management, including portfolio construction and tax/estate considerations, and implements with ETFs, mutual funds, and fixed income, with custody at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BRIAN ANTHONY KELLETT
Chief Compliance Officer, President
- CRD
- #4781061
- Ownership
- 75% or more
Jared Bernard Kline
Financial Advisor
- CRD
- #7167305
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DAVID PAUL BODNAR
--
- CRD
- #1994752
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $317,262,796 | $280,764 |
| Non-Discretionary | $26,740,441 | $86,259 |
| Total | $344,003,237 | $238,891 |
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Separately Managed Accounts
Total SMA Asset: $344,003,237
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $293,516,529 | 15.6% |
| Equity - Exchange | $793,999,842 | 42.2% |
| U.S. Government/Agency | $568,217,897 | 30.2% |
| Cash | $225,781,946 | 12.0% |
| Total | $1,881,516,214 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION VITAL ALPHA | HORIZON TIMBER | 4OUAPHW2Q | NMF | 4.22% | $92,169,185 |
| EMBER CATALYST | OPTIMA TIMBER | XJ5GKRMU1 | MJN | 4.55% | $89,350,634 |
| BRIDGE FRONTIER ELEMENT | SIGNAL PRIME | WPY6AHOH6 | GGJFI | 4.37% | $10,883,681 |
| RADIAL PEAK RIDGE | OAK EAGLE | 5U70NBC1Z | WZG | 5.61% | $17,753,043 |
| MOMENTUM INSIGHT | VECTOR VERTEX | 9HIP7NEMW | AAC | 11.54% | $39,511,209 |
| SUMMIT ZENITH CATALYST | SUMMIT ATLAS | 4QM8YH4P2 | XJY | 3.15% | $59,565,506 |
| MATRIX ELEMENT VITAL | BRIDGE VECTOR | 1IF4U3N6Y | MRYFC | 3.53% | $119,244,349 |
| HARBOR HARBOR | MATRIX RIDGE | 505KAS7G3 | ICHA | 4.28% | $34,546,051 |