{"url":"https://nivawealth.com/firms/kelly-wealth-management-328386","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/328386","regulatoryAum":160588514,"crd":"328386","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7231821","suffix":null,"lastName":"Kelly","firstName":"Mary","middleName":"Jane"},{"crd":"7623299","suffix":null,"lastName":"Kelly","firstName":"Sean","middleName":"Lawrence"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-11","regulatoryAum":112692652,"clients":380,"employees":6,"offices":1},{"filedOn":"2025-03-13","regulatoryAum":134383393,"clients":404,"employees":6,"offices":1},{"filedOn":"2026-04-20","regulatoryAum":160588514,"clients":529,"employees":6,"offices":1}],"secFileNumber":"801-129066","legalName":"Kelly Wealth Management, Inc.","displayName":"Kelly Wealth 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Kelly","title":"CCO / Investment Advisor Representative","crd":"7623299"}],"ownership":[{"label":"Mary Kelly","detail":"Ceo / investment in the 75% or more ownership band and a control person, since September 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"26676 Woodward Avenue","city":"Royal Oak","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-262-7217","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":92},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"20 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/328386/PDF/328386.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020443","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kelly Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kelly Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kelly Wealth Management charge?","answer":"Kelly Wealth Management charges 1.29%–1.48% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kelly Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kelly Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kelly Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kelly Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kelly Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Kelly Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}