Lee-Kelleher Wealth Management

Updated today

Find your advisor

Client assets under management

$232,051,666

Clients

151

40% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,536,766

About

Lee-Kelleher Wealth Management serves primarily individual and high-net-worth clients, providing discretionary portfolio management, ongoing financial planning, and retirement plan consulting services. The firm reports managing about $252 million for roughly 151 client relationships through a three-advisor team and also works with plan sponsors in a 3(21) advisory capacity.

The firm combines fundamental security analysis with Modern Portfolio Theory to construct diversified portfolios and uses a mix of long-term, short-term, income, and hedging strategies (including options and ETFs) as appropriate to client objectives. Services are delivered on a discretionary basis with continuous monitoring, periodic reviews, and integrated financial planning or project-based consulting when requested.

Noteworthy features include a relatively large asset base for a small advisor team and an average account size that suggests a HNW concentration compared with many peers. The firm recently moved to a blended, tiered fee billing method and intends to transition existing clients to that structure, and it emphasizes formal due diligence of fund companies and plan-level consulting—features less common among similarly sized supported firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0+: Up to 1.25% per annum, negotiable, charged on a tiered/blended basis N/A+: Fee decreases as asset tiers increase; blended rate applied to assets under management

Main office location

Lee-Kelleher Wealth Management

Fulton MD, United States

Number of offices

Most active in

California · District of Columbia · Florida · Maryland · New York · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 301-450-2617

Advisors at this firm

James L

Series 63, Series 65

Fulton, MD

Lee-Kelleher Wealth Management

James Lee is a financial advisor at Lee-Kelleher Wealth Management with 27 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Lee serves as an advisory board member for Adoptions Together, a nonprofit organization that helps people find adopting families. Lee-Kelleher Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, estates, trusts, foundations, and other business entities. The firm uses fundamental analysis and modern portfolio theory to construct diversified portfolios and provides discretionary portfolio management alongside financial and retirement plan consulting services.

Active portfolio management Options & derivatives strategies

William K

Series 66

Fulton, MD

Lee-Kelleher Wealth Management

William Kelleher is a financial advisor at Lee-Kelleher Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Lee-Kelleher Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, estates, trusts, foundations, and other business entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental analysis and modern portfolio theory to construct diversified portfolios managed on a discretionary basis.

Active portfolio management Options & derivatives strategies

Matthew K

CFP®, CFA®, Series 66

Fulton, MD

Lee-Kelleher Wealth Management

Matthew Klein is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He has worked at Merrill and Bank of America, N.A. before joining Lee-Kelleher Wealth Management in 2026. Lee-Kelleher Wealth Management is a registered investment adviser serving individuals, pension and profit-sharing plans, estates, trusts, foundations, and other business entities. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios managed on a discretionary basis, offering financial planning and retirement plan consulting services.

Active portfolio management Options & derivatives strategies

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support