James Hengsuk Lee
OwnerLee, Kelleher, & Klein Wealth Management LLCCRD 3057511
About James Hengsuk Lee
James Hengsuk Lee is listed as Owner at Lee, Kelleher, & Klein Wealth Management LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Lee, Kelleher, & Klein Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Hengsuk Lee work?
James Hengsuk Lee is listed as Owner at Lee, Kelleher, & Klein Wealth Management LLC on SEC Form ADV.
How much of Lee, Kelleher, & Klein Wealth Management LLC does James Hengsuk Lee own?
Form ADV reports a beneficial ownership band of Over 75%.
Lee, Kelleher, & Klein Wealth Management LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |