Lebenthal Wealth Advisors, LLC

Lebenthal Wealth Advisors, LLC (CRD# 169612) is a financial advisory firm headquartered in New York, NY. They manage $45,345,544 in 92 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $492,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Financial Advisors at Lebenthal Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William K. Joseph
CRD#: 262313
2488 Montauk Highway, Bridgehampton, NY 11932
93
Wealthminder
score

William Joseph (CRD# 262313) is an Investment Advisor Representative working at Lebenthal Wealth Advisors, LLC in Bridgehampton, NY and has over 35 years of experience in the finance industry.

2
Andrew L. Stern
CRD#: 2529034
230 Park Avenue, 32nd Floor, New York, NY 10169
93
Wealthminder
score

Andrew Stern (CRD# 2529034) is an Investment Advisor Representative working at Lebenthal Wealth Advisors, LLC in New York, NY and has over 17 years of experience in the finance industry.

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