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Kelly Wealth Management, Inc.

Headquartered in SOUTHFIELD, MI

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Firm Information

Kelly Wealth Management, Inc. is a registered investment adviser based in Southfield, Michigan. The firm manages approximately $112,692,652 in assets for 815 clients. They offer financial planning, portfolio management for individuals, and educational seminars. The firm primarily serves individuals, with a total of 380 clients. They also offer a wrap fee program. You can reach them at their website, https://www.kellycapitalpartners.com/.

Kelly Wealth Management, Inc.

29100 NORTHWESTERN HIGHWAY

SOUTHFIELD, MI 48034

$112.69M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

KELLY WEALTH MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

SOUTHFIELD, MI

Advisors at Kelly Wealth Management, Inc.

View All 2 Advisors
Unclaimed
Sean Lawrence Kelly

RA

SOUTHFIELD, MI

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Unclaimed
Mary Jane Kelly

RA

SOUTHFIELD, MI

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Disclosures

There are no public disclosures for Kelly Wealth Management, Inc..

Frequently Asked Questions (8)

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