LP Profile

Kelley Investments

Also known as kelley

Wealth ManagerSan Diego, United StatesFounded 2017
San Diego
Headquarters
Investment Focus

About Kelley Investments

Kelley Investments is a wealth manager based in San Diego, US. Founded in 2017.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Kelley Investments from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$238.0M
Total Clients
387
Filing Date
February 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Kelley Investments across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Kelley Investments?

Kelley Investments is a wealth manager based in San Diego, United States.

Where is Kelley Investments headquartered?

Kelley Investments is headquartered in San Diego, United States.

When was Kelley Investments founded?

Kelley Investments was founded in 2017.

How can I contact Kelley Investments?

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