Kellett Wealth Advisors, LLC

CRD 287571 · Cincinnati, OH · $344.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 287571
SEC number: 801-120400
Firm type: RIA
Assets under management: $344.0M as of Feb 19, 2026
Website: www.kellettwealth.com ↗
Phone: 513-554-1472
Address: 8944 Blue Ash Road, Cincinnati, OH, 45242

Advisors at this firm

3 in our index · page 1 of 1

David Paul BodnarCRD 1994752 · Cincinnati, OH

IA RegisteredRegistration inactive
Brian Anthony KellettCRD 4781061 · Cincinnati, OH

IA RegisteredRegistration inactive
Jared Bernard KlineCRD 7167305 · Cincinnati, OH

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 287571 ↗ FINRA BrokerCheck record for firm CRD 287571 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.