Kellett Wealth Advisors Revenue

Financial Services • Hazelwood, Ohio, United States • 1-10 Employees

Kellett Wealth Advisors revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Kellett Wealth Advisors

David Bodnar

Senior Vice President

Company overview

Headquarters	8944 Blue Ash Rd, Cincinnati, Ohio 45242, US
Phone number	+15135541472
Websites	kellettschaffner.com kellettwealth.com
NAICS	52
SIC	628
Founded	2013
Employees	1-10
Socials

Kellett Wealth Advisors Email Formats

Kellett Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@kellettschaffner.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@kellettschaffner.com	100%

About Kellett Wealth Advisors

We are a wealth management firm in Cincinnati that prides itself on "Keeping it Simple". We build simple, straightforward financial plans and present them in an easy to understand format. And, we offer potential clients a "sleep on it" approach. If low pressure is what you crave, together we will be great partners.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Kellett Wealth Advisors has never raised funding before.

Kellett Wealth Advisors Tech Stack

Discover the technologies and tools that power Kellett Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Afterpay

Buy now pay later

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

Adobe Fonts

Font scripts

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

GoDaddy

Hosting

Facebook Pixel

Analytics

core-js

JavaScript libraries

Frequently asked questions

Kellett Wealth Advisors is located in Hazelwood, Ohio, US.

You can reach Kellett Wealth Advisors at +15135541472.

Kellett Wealth Advisors generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Kellett Wealth Advisors has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Kellett Wealth Advisors was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Kellett Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Kellett Wealth Advisors

David Bodnar

Senior Vice President

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