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Building 2LEE-KELLEHER WEALTH MANAGEMENT

Map pin
Phone301-450-2617
NotebookSEC #801-130558
Total AUM
$252.4M
Employees
3
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-5PM
BY APPOINTMENT ONLY
Phone
301-450-2617

ReceiptFinancials

Total AUM
$252.4M
Accounts
454
Discretionary
$252.4M
Accounts
454
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
91
AUM
$31.2M
HNW Individual Clients
60
AUM
$200.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
1
AUM
$15.2M
Corporation or Business Clients
2
AUM
$3.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDPATXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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