SourcingSourcing

KELLY WEALTH MANAGEMENT, INC.

C38
CRD 328386·SEC 801-129066·ROYAL OAK, MI
AUM
$160.6M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$482K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KELLY WEALTH MANAGEMENT, INC.
CRD
328386
SEC file #
801-129066
EIN
—
DBA names
—

Economics

AUM
$160.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$134.4M → $160.6M▲ +20%
Client mix
Individuals Other529

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
ROYAL OAK MI
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
facebook.com/kellycapitalpartners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Kelly, Mary, Jane
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Kelly, Mary, Jane
Kelly, Sean, Lawrence
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
7231821
Trust Company Affiliate
No

People (2)

2
Kelly, Mary, Jane
IAR · Direct Owner · 87.5%
7231821
Kelly, Sean, Lawrence
IAR · Executive Officer · 2.5%
7623299