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KELLY WEALTH MANAGEMENT, INC.

ROYAL OAK, MI · CRD 328386 · IAPD ↗ · 248-262-7217

$160.6MRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — KELLY WEALTH MANAGEMENT, INC. moved its main office from SOUTHFIELD, MI to ROYAL OAK, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
April 2024 — KELLY WEALTH MANAGEMENT, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — KELLY WEALTH MANAGEMENT, INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
April 2024 — KELLY WEALTH MANAGEMENT, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
75
April 2024 — KELLY WEALTH MANAGEMENT, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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