Lee, Kelleher, & Klein Wealth Management LLC
● SEC registered since 2024CRD 331717SEC# 801-130558
Reg. AUM
$252.4M
Employees
3
Accounts
454
Location
—
Lee, Kelleher, & Klein Wealth Management LLC assets under management
Lee, Kelleher, & Klein Wealth Management LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $252.4 million in regulatory assets under management and employs 3 people.
Lee, Kelleher, & Klein Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Hengsuk Lee Control | Owner | Over 75% | 2024 |
| Matthew Gerard Klein | Partner | 10-25% | 2026 |
| William Paul Kelleher Control | Owner And Cco | 10-25% | 2024 |
Frequently asked questions
How much does Lee, Kelleher, & Klein Wealth Management LLC manage?
Lee, Kelleher, & Klein Wealth Management LLC reports $252.4 million in regulatory assets under management on its Form ADV.
How many employees does Lee, Kelleher, & Klein Wealth Management LLC have?
Lee, Kelleher, & Klein Wealth Management LLC reports 3 employees.
Does Lee, Kelleher, & Klein Wealth Management LLC disclose fund performance?
Lee, Kelleher, & Klein Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 301-450-2617 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$252.4M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$252.4Mregulatory AUM
Discretionary $252.4M