# Lebenthal Wealth Planning

Lebenthal Wealth Planning is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** lebenthal.com

## Regulatory record

- **CRD number:** 153762
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153762

## About

LEBENTHAL WEALTH PLANNING, INC. is a state-registered investment adviser in Jericho, NY. The firm has 5 employees and 5 investment advisers. It is based in New York.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### How does Lebenthal Wealth Planning source deal flow?

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.

### Does Lebenthal Wealth Planning participate in fund commitments or only direct deals?

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.

### What investment stages does Lebenthal Wealth Planning typically target?

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.

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Last updated: 2026-07-06T01:24:20.070Z

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