# LEBENTHAL WEALTH ADVISORS, LLC

LEBENTHAL WEALTH ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 169612
- Type: SEC-registered investment adviser
- SEC file number: 801-78930
- Location: 410 PARK AVENUE, SUITE 620, NEW YORK, NY, 10022
- Phone: (212) 425-6006
- Latest filing: 2017-02-14
- Regulatory AUM: $45.3M
- Discretionary AUM: $45.3M
- Clients: 2
- Accounts: 92

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| CAMPANALE FRANK LOUIS | CHAIRMAN AND CEO | — |
| LEBENTHAL ALEXANDRA | CEO; CHIFE EXECUTIVE OFFICER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| GRILLO ANDREW J | PRESIDENT | — |
| BLECHNER MYLES REID | CHIEF COMPLIANCE OFFICER | — |
| SCHULMAN MONIQUE | CCO; CHIEF COMPLIANCE OFFICER | — |
| YASTINE BARBARA ANN | ACTING CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169612/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169612/similar
- Related entities: https://search.stillhousedata.com/firm/169612/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169612

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.