Kelly Wealth Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 328386
- SEC number
- 801-129066
- Firm type
- RIA
- Assets under management
- $160.6M as of Apr 20, 2026
- Website
- www.facebook.com/KellyCapitalPartners ↗
- Phone
- 248-262-7217
- Address
- 26676 Woodward Avenue, Royal Oak, MI, 48067
Advisors at this firm
2 in our index · page 1 of 1
-
Mary Jane KellyCRD 7231821 · Royal Oak, MIIA Registered
-
Sean Lawrence KellyCRD 7623299 · Royal Oak, MIIA Registered
1–2 of 2
Source & corrections
Where this page comes from
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SEC IAPD record for firm CRD 328386 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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