Kellett Wealth Advisors, LLC

Entity
Company
Business address
8944 Blue Ash Road, 45242 Cincinnati, OH
Phone
513-554-1472
State of incorporation
OH
Fiscal year end
December 31
Former names
Kellett Schaffner Wealth Advisors LLC (to 2/3/2023)
Signature 13F
Brian Kellett - Chief Compliance Officer
All SEC filings
View on sec.gov
Kellett Wealth Advisors, LLC has filed 17 SEC EDGAR filings since 2/10/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 28, 2025 Jun 30, 2025 028-21740
13F-HR Open Document Open Filing Jul 25, 2025 Jun 30, 2025 028-21740
13F-HR Open Document Open Filing Apr 23, 2025 Mar 31, 2025 028-21740
13F-HR Open Document Open Filing Feb 5, 2025 Dec 31, 2024 028-21740
N-PX Open Document Open Filing Oct 25, 2024 Jun 30, 2024 028-21740
13F-HR Open Document Open Filing Oct 21, 2024 Sep 30, 2024 028-21740
13F-HR Open Document Open Filing Aug 12, 2024 Jun 30, 2024 028-21740
13F-HR Open Document Open Filing Apr 26, 2024 Mar 31, 2024 028-21740
13F-HR Open Document Open Filing Jan 31, 2024 Dec 31, 2023 028-21740
13F-HR Open Document Open Filing Nov 7, 2023 Sep 30, 2023 028-21740
13F-HR Open Document Open Filing Aug 8, 2023 Jun 30, 2023 028-21740
13F-HR Open Document Open Filing May 5, 2023 Mar 31, 2023 028-21740
13F-HR Open Document Open Filing Feb 3, 2023 Dec 31, 2022 028-21740
13F-HR Open Document Open Filing Nov 10, 2022 Sep 30, 2022 028-21740
13F-HR Open Document Open Filing Aug 8, 2022 Jun 30, 2022 028-21740
13F-HR Open Document Open Filing Apr 25, 2022 Mar 31, 2022 028-21740
13F-HR Open Document Open Filing Feb 10, 2022 Dec 31, 2021 028-21740