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LEE, KELLEHER & KLEIN WEALTH MANAGEMENT

· CRD 331717 · IAPD ↗ · lkkwealth.com · 301-450-2617

$252.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
July 2026 — LEE, KELLEHER & KLEIN WEALTH MANAGEMENT changed its website from lkwealthmanagement.com to lkkwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
July 2026 — LEE, KELLEHER & KLEIN WEALTH MANAGEMENT notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2026 — LEE, KELLEHER & KLEIN WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
July 2026 — LEE-KELLEHER WEALTH MANAGEMENT is now doing business as LEE, KELLEHER & KLEIN WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2026 — LEE-KELLEHER WEALTH MANAGEMENT reported RAUM up 27% ($198.9M -> $252.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
November 2024 — LEE-KELLEHER WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
July 2024 — LEE-KELLEHER WEALTH MANAGEMENT (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.