# Lelah Financial, LLC

> Lelah Financial, LLC is a state-registered investment advisory firm in Riverwoods, IL, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 294223
- Filed as: LELAH FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Riverwoods, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/294223
- AdvisorCensus page: https://advisorcensus.com/firm/lelah-financial-llc-riverwoods-il-294223

## Quick answers

**How is Lelah Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lelah Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lelah Financial, LLC located?**
Lelah Financial, LLC's principal office is in Riverwoods, IL, according to its Form ADV.

**Is Lelah Financial, LLC registered with the SEC or a state?**
Lelah Financial, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 294223.

**How much does Lelah Financial, LLC manage?**
Lelah Financial, LLC reports $36,214,345 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Lelah Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17).

**Does Lelah Financial, LLC 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/294223

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $36,214,345
- Discretionary: $36,214,345
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $7,204,341 |
| High net worth individuals | Fewer than 5 | $1,834,509 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $27,175,495 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- joshlelah.com
- lelahfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lelah Financial, LLC (CRD 294223): Form ADV filing data as of October 2026.