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⚲
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| Lee Kelleher & Klein Wealth Management LLC
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|
|---|---|
| CRD # | 331717 |
| SEC # | 801-130558 |
| CIK # | 0002063827 |
| AUM | $252.4 M (2026-06-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 301-450-2617 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 31.2 |
| (b) Individuals (high net worth individuals) | 60 | 200.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.8 |
| (h) Charitable organizations | 1 | 15.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 454 | 252.4 |
| By Discretionary | ||
| Discretionary | 454 | 252.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 454 | 252.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.4 | |
| Total | 454 | 252.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002063827] |
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|---|---|---|
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|
DB & C Advisors LLC
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|
Principled Wealth Advisors LLC
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|
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