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William Paul Kelleher

Owner And CcoLee-Kelleher Wealth ManagementCRD 7480228

About William Paul Kelleher

William Paul Kelleher is listed as Owner And Cco at Lee-Kelleher Wealth Management. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Lee-Kelleher Wealth Management
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William Paul Kelleher work?

William Paul Kelleher is listed as Owner And Cco at Lee-Kelleher Wealth Management on SEC Form ADV.

How much of Lee-Kelleher Wealth Management does William Paul Kelleher own?

Form ADV reports a beneficial ownership band of 10-25%.

Lee-Kelleher Wealth Management

TitleOwner And Cco
Ownership10-25%
Control personYes
Since2024