Leh Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
LEH Advisors is a fee-only registered investment adviser that provides wealth management, investment management, financial planning, and retirement plan consulting and management. The firm’s brochure lists clients ranging from individuals and high-net-worth individuals to pension and profit-sharing plans, charitable organizations, and corporations or other businesses.
The adviser says it builds client-specific investment policies and asset-allocation targets, applying modern portfolio theory and a mix of passive and active vehicles; methods of analysis described include fundamental, technical, cyclical, and charting approaches. Accounts can be managed on a discretionary or non-discretionary basis, and financial planning is offered either as an ongoing engagement or on a project basis.
Distinctive elements in the brochure include institutional-style retirement plan services: LEH Advisors provides retirement plan consulting, assists plan sponsors under ERISA, and may act as an ERISA fiduciary and as an ERISA 3(38) investment manager with discretionary plan management. The brochure also reports $0 in regulatory assets under management as of December 31, 2025 and notes the firm was founded in 2023, which may indicate a focus on fee-only planning and plan consulting rather than on a large AUM business model.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Cash flow / budgeting
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Initial fee for ongoing financial planning up to $10,000; annual fixed fee around $10,000 (flexible/negotiable); flat or fixed fees for project-based financial planning
$0 - $1,000,000: $10,000 flat annual fee (negotiable) $1,000,000+: 1.00% annually
$500 per hour for project-based financial planning (negotiable)
Minimum fee: $10,000 annually for total client assets of $1 million or less (negotiable) Fee-only: Firm is fee-only; compensation only from clients for services
Main office location
Leh Advisors LLC
Brooklyn NY, United States
Number of offices
1
Most active in
Leh Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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