← Tributary

KIELY WEALTH ADVISORY GROUP, INC.

· CRD 109438 · IAPD ↗ · thekielygroup.com · 252-439-1888

$515.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — KIELY WEALTH ADVISORY GROUP, INC. (location n/a) left the SEC roster (was $515.0M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
49
October 2024 — KIELY WEALTH ADVISORY GROUP, INC. notice-filed in GA, MD, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — KIELY WEALTH ADVISORY GROUP, INC. crossed $500M in regulatory AUM ($416.0M -> $525.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.