CRD: 331717
LEE, Kelleher & Klein Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2024
- Office Locations
- 1
Office Locations
About LEE, Kelleher & Klein Wealth Management
Lee-Kelleher Wealth Management is a Fulton, MD wealth management firm providing personalized retirement and financial planning plus in-house investment management. The team builds fully custom portfolios rather than outsourcing asset management, serving a select client base for hands-on guidance. James Lee was named a 2024 Forbes Best-in-State Wealth Advisor; client accounts are held at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES HENGSUK LEE
Owner, Wealth Advisor
- CRD
- #3057511
- Ownership
- 75% or more
William Paul Kelleher
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #7480228
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,398,085 | $555,943 |
| Non-Discretionary | $0 | -- |
| Total | $252,398,085 | $555,943 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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