Form D Explorer

LEBENTHAL WEALTH ADVISORS, LLC

SEC file number 801-78930 · NEW YORK, NY
https://lebenthal.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$940.7M
Discretionary AUM
$740.6M
Employees
14
Clients
1100

Firm

Address
410 PARK AVENUE
NEW YORK, NY 10022
Phone
—
Website
https://lebenthal.com
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)