Kellett Wealth Advisors, LLC
Kellett Wealth Advisors, LLC is an independent investment adviser headquartered in Cincinnati, Ohio. The firm, founded in 2017, focuses on providing comprehensive wealth management and investment advisory services to individuals, families, and institutions. It is registered with the SEC and reports a small team of about 4 employees, all of whom are investment professionals.
Investment Strategy
Kellett Wealth Advisors offers customized investment management and holistic financial planning services tailored to each client's unique financial goals, risk tolerance, and time horizon. The firm focuses on long-term growth by constructing diversified portfolios across equities, fixed income, and alternative assets, often utilizing a blend of active and passive investment strategies. Portfolio construction is informed by thorough economic and market research to minimize risk and capitalize on market opportunities.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 22.35% | $37.0M | 55,597 | $548.14 | $666.18 | +$3.0M |
U USEP | INNOVATOR ETFS TRUST | 14.03% | $23.3M | 601,321 | $34.74 | $38.67 | +$880.8K |
I IPKW | INVESCO EXCH TRADED FD TR II | 7.55% | $12.5M | 237,436 | $45.94 | $52.69 | +$1.2M |
Q QQQ | INVESCO QQQ TR | 5.30% | $8.8M | 14,636 | $405.77 | $600.37 | +$835.7K |
P PG | PROCTER AND GAMBLE CO | 4.56% | $7.5M | 49,138 | $159.83 | $153.65 | -$1.3M |