Investment adviser · CRD 169612

LEBENTHAL WEALTH ADVISORS, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Feb 14, 2017

Regulatory AUM
$45.3M
Form ADV · Item 5.F
Client accounts
92
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 14, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

410 PARK AVENUE, SUITE 610
NEW YORK, NY, 10022, United States

CRD 169612

Filing source

Form ADV 1074721 · Feb 14, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.