William Paul Kelleher
Owner And CcoLee, Kelleher, & Klein Wealth Management LLCCRD 7480228
About William Paul Kelleher
William Paul Kelleher is listed as Owner And Cco 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 William Paul Kelleher work?
William Paul Kelleher is listed as Owner And Cco at Lee, Kelleher, & Klein Wealth Management LLC on SEC Form ADV.
How much of Lee, Kelleher, & Klein Wealth Management LLC does William Paul Kelleher own?
Form ADV reports a beneficial ownership band of 10-25%.
Lee, Kelleher, & Klein Wealth Management LLC
| Title | Owner And Cco |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2024 |