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James Hengsuk Lee

OwnerLee-Kelleher Wealth ManagementCRD 3057511

About James Hengsuk Lee

James Hengsuk Lee is listed as Owner at Lee-Kelleher Wealth Management. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Lee-Kelleher Wealth Management
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Hengsuk Lee work?

James Hengsuk Lee is listed as Owner at Lee-Kelleher Wealth Management on SEC Form ADV.

How much of Lee-Kelleher Wealth Management does James Hengsuk Lee own?

Form ADV reports a beneficial ownership band of Over 75%.

Lee-Kelleher Wealth Management

TitleOwner
OwnershipOver 75%
Control personYes
Since2024