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LEBENS ADVISORY GROUP LLC

Advisory

LAKEVILLE, MN

Data as of Jun 18, 2026 · Source: SEC Form ADV

Rank in MN
#466
of 511 advisers by AUM
Average account
$137K
across 415 accounts
AUM per adviser
$57M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 18, 2026.

Total AUM
$57M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$57M
Discretionary AUM$53M
Non-Discretionary AUM$4M
Discretionary %92.4%
Total Clients150
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IA, IL, MN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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