RIA Intel›Advisers›KIELY WEALTH ADVISORY GROUP, INC.

KIELY WEALTH ADVISORY GROUP, INC.

Advisory

N·

Data as of Oct 30, 2024 · Source: SEC Form ADV

Total AUM
$515M
1-Year AUM Growth
-1.9%
3-Year CAGR
+4.2%
Employees
3
Assets Under Management
Total AUM$515M
Discretionary AUM$515M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingMar 28, 2001
Latest FilingOct 30, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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