RIA Intel›Advisers›California›KELLOGG WEALTH ADVISORS, INC.

KELLOGG WEALTH ADVISORS, INC.

Advisory

CA

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in CA
#4,688
of 5,480 advisers by AUM
Average account
$237K
across 40 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$9M
Discretionary %
0%
Clients
24
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$0
Non-Discretionary AUM$9M
Discretionary %0%
Total Clients24
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ABUNDANCE WEALTH ADVISERS LLC
PLEASANTON, CA
$9M
CAMPBELL ADVISORY SERVICES, LLC
NEWPORT BEACH, CA
$9M
HG WEALTH PARTNERS LLC
$10M
PERSKY FINANCIAL MANAGEMENT, INC.
LOS ANGELES, CA
$9M
+35.3% 1Y
ELEMENTAL WEALTH ADVISORS, LLC
SAN LUIS OBISPO, CA
$9M
FESHBACH INVESTMENTS LLC
PALO ALTO, CA
$9M

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