Kellett Wealth Advisors, Llc
- Regulatory AUM
- $344M
- Discretionary
- $317M
- Clients
- 465
- Avg AUM / client
- $740K
- Accounts
- 1,440
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 415 | $174M | 50.6% |
| High net worth individuals | 50 | $143M | 41.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $26.7M | 7.77% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Anthony Kellett | President & Chief Compliance Officer | CFP | Mar 2017 (9y) | 75% or more |
| Jared Bernard Kline | Financial Advisor | Sep 2019 (7y) | 10% – 25% | |
| David Paul Bodnar | Registered representative | CFP | Jan 2021 (6y) | |
| Andrew Schuh Finlay | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 894 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $317M (92% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗