# LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLC

LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 331717
- Type: SEC-registered investment adviser
- SEC file number: 801-130558
- Phone: 301-450-2617
- Latest filing: 2026-06-05
- Regulatory AUM: $252.4M
- Discretionary AUM: $252.4M
- Clients: 3
- Accounts: 454

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James Hengsuk Lee | OWNER | — |
| William Paul Kelleher | OWNER AND CCO | — |
| LEE LINDA MARIE | OWNER AND CCO; OWNER, MANAGER, AND CCO | — |
| KELLEHER SEAN PAUL | OWNER AND CCO | — |
| LEE JAMES HENGSUK | OWNER | — |
| Matthew Gerard Klein | PARTNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 301-450-2617 |
| — | — | 1 | 301-450-2617 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331717/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331717/similar
- Related entities: https://search.stillhousedata.com/firm/331717/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331717

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.