Lebenthal Wealth Planning

Lebenthal Wealth Planning does not publicly disclose a named CIO or CEO on its website or in regulatory filings. The firm is a registered investment adviser, and investment decisions are likely made by its advisory team, but specific principals are not listed in public records.

The firm primarily focuses on traditional asset allocation via publicly traded securities, including municipal bonds, equities, and ETFs. It does not appear to engage in direct private equity or venture capital deal sourcing, based on its publicly available materials.

Lebenthal Wealth Planning operates as a multi-family office and registered investment adviser, meaning it serves multiple high-net-worth families beyond its founding family. This is distinct from a single-family office that manages only one family's capital.

The firm's public disclosures suggest it primarily allocates to third-party managed strategies, such as mutual funds, ETFs, and separately managed accounts, rather than making direct private investments. It does not appear to commit to private funds or coinvestments.

Lebenthal Wealth Planning is not a venture capital or growth equity firm. It focuses on managing wealth for families through public market investments, with an emphasis on fixed income and balanced portfolios.

The firm does not publicly state any exclusionary screens. Its focus on municipal bonds suggests a conservative approach, but no specific sectors are avoided in its disclosures.