Lee-kelleher Wealth Management
Lee-kelleher Wealth Management is an SEC-registered wealth manager with $252.4M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Lee-kelleher Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331717, SEC 801-130558, data through 2026-06-05.
- AUM (assets under management / regulatory AUM)
- $252.4M (2026-06-05)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 155
- CRD
- 331717
- Ownership
- LEE, JAMES, HENGSUK; Kelleher, William, Paul; Lee, Celeste, Marie; KLEIN, MATTHEW, GERARD
How much AUM does Lee-kelleher Wealth Management have?
Lee-kelleher Wealth Management reported $252.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-05).
Who owns Lee-kelleher Wealth Management?
Disclosed owners and executives of Lee-kelleher Wealth Management include LEE, JAMES, HENGSUK, Kelleher, William, Paul, Lee, Celeste, Marie, KLEIN, MATTHEW, GERARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.