Matthew Gerard Klein
PartnerLee, Kelleher, & Klein Wealth Management LLCCRD 5270362
About Matthew Gerard Klein
Matthew Gerard Klein is listed as Partner at Lee, Kelleher, & Klein Wealth Management LLC. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Lee, Kelleher, & Klein Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Gerard Klein work?
Matthew Gerard Klein is listed as Partner at Lee, Kelleher, & Klein Wealth Management LLC on SEC Form ADV.
How much of Lee, Kelleher, & Klein Wealth Management LLC does Matthew Gerard Klein own?
Form ADV reports a beneficial ownership band of 10-25%.
Lee, Kelleher, & Klein Wealth Management LLC
| Title | Partner |
| Ownership | 10-25% |
| Control person | No |
| Since | 2026 |