LEE, KELLEHER, & KLEIN WEALTH MANAGEMENT LLC
Doing business as LEE, KELLEHER & KLEIN WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$252,398,085
Discretionary
$252,398,085
Non-discretionary
$0
Firm details
- CRD number
- 331717
- SEC file number
- 801-130558
- Employees
- 3
- SEC status
- Approved
- Website
- http://www.lkkwealth.com
- Fee structure
-
Percentage of AUM
As of November 2026.