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Partner · LEE, Kelleher & Klein Wealth Management

Matthew G. Klein

CRD 5270362 · Named on Form ADV at one SEC-registered adviser

At a glance

LEE, Kelleher & Klein Wealth Management, an SEC-registered wealth manager with $252 million in regulatory assets, lists Matthew G. Klein on its Form ADV as Partner.

Firms and roles

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Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.