CRD: 328386
Kelly Wealth Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2023
- Office Locations
- 1
Office Locations
About Kelly Wealth Management, Inc.
Kelly Capital Partners (Royal Oak, MI) is an independent retirement planning firm affiliated with Kelly Wealth Management, an SEC-registered adviser. The team builds tactical, comprehensive retirement roadmaps using a 3-step Discover–Strategize–Execute process, combining investment planning with insurance-based retirement income strategies. Notable outreach includes the “Retirement Talk” radio show on WMUZ and Janie Kelly’s retirement guidebook.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Mary Jane Kelly
Chief Executive Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #7231821
- Ownership
- 75% or more
Sean Lawrence Kelly
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #7623299
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,588,514 | $178,432 |
| Non-Discretionary | $0 | -- |
| Total | $160,588,514 | $178,432 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing