Kellett Wealth Advisors, LLC

Business address
8944 Blue Ash Road, Cincinnati, OH, 45242
Top securities (13F)
SPY, USEP, IPKW, QQQ, PG, VIG, SCHD, XMMO, IMCG, AAPL, MSFT, XSVM, UDEC, BRKB, UAPR, SFLR, AMZN, MCK, DIVB, and IJR
State of incorporation
OH
Fiscal year end
31 December
Former names
Kellett Schaffner Wealth Advisors LLC (to 03 Feb 2023)
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Kellett Wealth Advisors, LLC has filed 18 SEC EDGAR filings since 10 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-21740
N-PX Open Document Open Filing 28 Aug 2025 30 Jun 2025 028-21740
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-21740
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-21740
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-21740
N-PX Open Document Open Filing 25 Oct 2024 30 Jun 2024 028-21740
13F-HR Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-21740
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-21740
13F-HR Open Document Open Filing 26 Apr 2024 31 Mar 2024 028-21740
13F-HR Open Document Open Filing 31 Jan 2024 31 Dec 2023 028-21740
13F-HR Open Document Open Filing 07 Nov 2023 30 Sep 2023 028-21740
13F-HR Open Document Open Filing 08 Aug 2023 30 Jun 2023 028-21740
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-21740
13F-HR Open Document Open Filing 03 Feb 2023 31 Dec 2022 028-21740
13F-HR Open Document Open Filing 10 Nov 2022 30 Sep 2022 028-21740
13F-HR Open Document Open Filing 08 Aug 2022 30 Jun 2022 028-21740
13F-HR Open Document Open Filing 25 Apr 2022 31 Mar 2022 028-21740
13F-HR Open Document Open Filing 10 Feb 2022 31 Dec 2021 028-21740