# Lee-Kelleher Wealth Management

Lee-Kelleher Wealth Management is a RIA based in Boston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Assets under management:** Undisclosed
- **Website:** lkwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/lee-kelleher-wealth-management

## Regulatory record

- **CRD number:** 331717
- **SEC file number:** 801-130558
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331717

## About

Lee-Kelleher-Klein Wealth Management provides personalized retirement planning, financial planning, and investment management. The firm takes a highly individualized approach, intentionally serving a select number of clients. Every client receives a completely custom portfolio designed in-house by the team.

## People

- John Lee — Principal
- John Kelleher — Principal

## Questions

### Who are the principals behind Lee-Kelleher Wealth Management?

The firm is led by John Lee and John Kelleher, whose surnames form the office's name. Public records do not detail the origin of the underlying wealth, their prior professional backgrounds, or whether the office represents a single family branch or combined family interests.

## Related profiles

- [Blue Amber Investments](https://altss.com/profile/blue-amber-investments-llc)

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Last updated: 2026-08-11T15:07:19.634Z

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