LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 331717). Regulatory assets under management: $252.4M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 301-450-2617 |
| — | — | 1 | 301-450-2617 |