LEBENTHAL WEALTH ADVISORS, LLC
CRD #169612 SEC #801-78930 NEW YORK, NY (212) 425-6006
SEC Registered
Total AUM
$940.7M
Discretionary
$740.6M
Employees
14
Clients
1
Accounts
1,092
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2017 | $45.3M | $45.3M | $0 | 2 | 26 |
| Nov 2016 | $940.7M | $740.6M | $200M | 14 | 1,100 |
| Oct 2016 | $940.7M | $740.6M | $200M | 14 | 1,100 |
| Jun 2016 | $940.7M | $740.6M | $200M | 14 | 1,100 |
| Apr 2016 | $940.7M | $740.6M | $200M | 22 | 1,100 |
| Mar 2016 | $940.7M | $740.6M | $200M | 22 | 1,100 |
| Oct 2015 | $913.5M | $708.2M | $205.3M | 21 | 1,100 |
| Sep 2015 | $913.5M | $708.2M | $205.3M | 21 | 1,100 |
| Sep 2015 | $913.5M | $708.2M | $205.3M | 21 | 1,100 |
| Mar 2015 | $346.4M | $176.2M | $170.3M | 18 | 600 |
| Jan 2015 | $0 | $0 | $0 | 16 | 0 |
| Jan 2015 | $0 | $0 | $0 | 16 | 0 |
| Oct 2014 | $0 | $0 | $0 | 16 | 0 |
| Sep 2014 | $0 | $0 | $0 | 16 | 0 |
| Apr 2014 | $0 | $0 | $0 | 12 | 0 |
| Mar 2014 | $0 | $0 | $0 | 9 | 0 |
| Mar 2014 | $0 | $0 | $0 | 9 | 0 |
DateFeb 2017
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees2
Clients26
DateNov 2016
Total AUM$940.7M
Discretionary$740.6M
Non-Disc.$200M
Employees14
Clients1,100
DateOct 2016
Total AUM$940.7M
Discretionary$740.6M
Non-Disc.$200M
Employees14
Clients1,100
DateJun 2016
Total AUM$940.7M
Discretionary$740.6M
Non-Disc.$200M
Employees14
Clients1,100
DateApr 2016
Total AUM$940.7M
Discretionary$740.6M
Non-Disc.$200M
Employees22
Clients1,100
DateMar 2016
Total AUM$940.7M
Discretionary$740.6M
Non-Disc.$200M
Employees22
Clients1,100
DateOct 2015
Total AUM$913.5M
Discretionary$708.2M
Non-Disc.$205.3M
Employees21
Clients1,100
DateSep 2015
Total AUM$913.5M
Discretionary$708.2M
Non-Disc.$205.3M
Employees21
Clients1,100
DateSep 2015
Total AUM$913.5M
Discretionary$708.2M
Non-Disc.$205.3M
Employees21
Clients1,100
DateMar 2015
Total AUM$346.4M
Discretionary$176.2M
Non-Disc.$170.3M
Employees18
Clients600
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0