WP
William Paul Kelleher
CRD 7480228
Firms
| Firm | Role | As of |
|---|---|---|
| Lee, Kelleher, & Klein Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Lee, Kelleher, & Klein Wealth Management Llc
Owner And Cco · 10% – 25% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗