# Lebenthal Wealth Planning, Inc.

> Lebenthal Wealth Planning, Inc. is a state-registered investment advisory firm in Jericho, NY, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated February 19, 2026.

- CRD: 153762
- Filed as: LEBENTHAL WEALTH PLANNING, INC.
- Legal name: Bristol Asset Management Corp.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jericho, NY
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153762
- AdvisorCensus page: https://advisorcensus.com/firm/lebenthal-wealth-planning-inc-jericho-ny-153762

## Quick answers

**How is Lebenthal Wealth Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Lebenthal Wealth Planning, Inc. reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lebenthal Wealth Planning, Inc. located?**
Lebenthal Wealth Planning, Inc.'s principal office is in Jericho, NY, according to its Form ADV.

**Is Lebenthal Wealth Planning, Inc. registered with the SEC or a state?**
Lebenthal Wealth Planning, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153762.

**Does Lebenthal Wealth Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153762

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (15 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lebenthal Wealth Planning, Inc. (CRD 153762): Form ADV filing data as of October 2026.