A complete list of active advisors currently associated with Leh Advisors LLC
Warmer can help you find a great advisor at Leh Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Leh Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brooklyn, NY
| 2
|
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