Overview
Assets Under Management: $199 million
High-Net-Worth Clients: 76
Average Client Assets: $319,067
Frequently Asked Questions
LEE-KELLEHER WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #331717), LEE-KELLEHER WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
LEE-KELLEHER WEALTH MANAGEMENT serves 76 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, LEE-KELLEHER WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LEE-KELLEHER WEALTH MANAGEMENT manages $199 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, LEE-KELLEHER WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.19
Average High-Net-Worth Client Assets: $319,067
Total Client Accounts: 360
Discretionary Accounts: 357
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 331717
Filing ID: 1964953
Last Filing Date: 2025-03-28 06:30:00
Website: https://lkwealthmanagement.com