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LEE, KELLEHER & KLEIN WEALTH MANAGEMENT
LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLC
CRD 331717 · SEC 801-130558
CA, United States
Phone
301-450-2617
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$252.4M
Discretionary AUM
$252.4M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $31.2M |
| High net worth individuals | 60 | $200.8M |
| Pension/profit sharing plans | 1 | $1.8M |
| Charitable organizations | 1 | $15.2M |
| Corporations/business entities | 2 | $3.3M |
States served
CA, DE, DC, MD, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD