Lee, Kelleher & Klein Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 331717
- Registered since
- June 27, 2024
- Website
- lkwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.57%
- Individuals12.36%
- Charitable Organizations6.02%
- Corporations / Businesses1.31%
- Pension & Profit Sharing Plans0.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Lee, Kelleher & Klein Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its compensation model is a traditional percentage-of-assets-under-management fee schedule. The firm is not an active ESG investor and reports its owner type as individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents10%
- Exchange Traded Equities2%
Contacts
3 of 3
Matthew Klein
Wealth Management AdvisorCRD 5270362
William Kelleher
Founding PartnerCRD 7480228
James Lee
Founding PartnerCRD 3057511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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