| Name | Title | Ownership | Since |
|---|---|---|---|
| James Hengsuk Lee Control | Owner | Over 75% | 2024 |
| William Paul Kelleher Control | Owner And Cco | 10-25% | 2024 |
Lee-Kelleher Wealth Management reports $198.9 million in regulatory assets under management on its Form ADV.
Lee-Kelleher Wealth Management reports 2 employees.
Lee-Kelleher Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 301-450-2617 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $193M |
| Non-discretionary | $5.9M |
| Total (RAUM) | $198.9M |