Kelly Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Kelly Wealth Management reports 529 individuals. Of its assets, 100.0% ($161M across 900 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $161M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 529 | $161M | 100.0% | $304K |
| Total | 529 | $161M | 100% | $304K |
- Clients
- 529
- Regulatory AUM
- $161M
- AUM share
- 100.0%
- Avg. per client
- $304K
Total
- Clients
- 529
- Regulatory AUM
- $161M
- AUM share
- 100%
- Avg. per client
- $304K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Kelly Wealth Management charges 1.29%–1.48% a year for its Asset Management. The fee is billed in advance and is negotiable.
Fee details and sources
Mary Kelly owns 75% or more of Kelly Wealth Management. It has 6 employees, 2 of them in advisory roles.
Leadership
Mary KellyCEO / Investment
Sean KellyCCO / Investment Advisor Representative
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Kelly Wealth Management, Inc.
Mary Kelly
Control person · since September 2023
Kelly Wealth Management’s regulatory assets grew from $113M (March 2024) to $161M (April 2026); clients rose from 380 to 529 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $161M | 529 | 6 | 1 |
| March 2025 | $134M | 404 | 6 | 1 |
| March 2024 | $113M | 380 | 6 | 1 |
Besides its headquarters, Kelly Wealth Management has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 26676 Woodward Avenue, Royal OakHQ
Contact and registration details
- Legal name
- Kelly Wealth Management, Inc.
- Headquarters
- 26676 Woodward Avenue, Royal Oak, MI 48067
- Website
- kellycapitalpartners.com
- Phone
- 248-262-7217
- SEC file
- 801-129066
- Structure
- Michigan corporation
- Fiscal year end
- December
Kelly Wealth Management uses Fidelity ($161M) as custodian for its separately managed accounts. Kelly Wealth Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $161M100%
At year end, Kelly Wealth Management’s separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks5%
- Funds92%
- Cash3%
How many clients does Kelly Wealth Management have?
Kelly Wealth Management has 529 clients and manages $161 million for them, as of April 2026. They include 529 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026
What services does Kelly Wealth Management offer?
Kelly Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kelly Wealth Management charge?
Kelly Wealth Management charges 1.29%–1.48% a year for its Asset Management. The fee is billed in advance and is negotiable.
Which custodians does Kelly Wealth Management use?
Kelly Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $161M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 April 2026
How many financial advisors does Kelly Wealth Management have?
Kelly Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kelly Wealth Management invest in?
At the end of its last fiscal year, Kelly Wealth Management’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kelly Wealth Management?
Kelly Wealth Management’s direct owner is Mary Kelly (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 April 2026
How does Kelly Wealth Management get paid?
Kelly Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kelly Wealth Management?
Kelly Wealth Management’s main office is at 26676 Woodward Avenue, Royal Oak, MI 48067. Its phone number is 248-262-7217. Its website is kellycapitalpartners.com.