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- Custodian
- Altruist ยท SSG
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-27-2015
- Office Locations
- 1
Office Locations
About Lebens Advisory Group LLC
Lebens Advisory Group (Lakeville, MN) combines leadership/HR consulting with wealth advisory for professionals and families. The firm helps with 401(k) portfolio management, retirement rollovers, insurance selection, estate plan coordination, and long-term financial planning. Investment positioning emphasizes ETFs with a core allocation to investment-grade corporate bonds, and custody via Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 92.4% is discretionary and 7.6% is non-discretionary.
The firm reports 1 advisory representatives and 165 clients, or 165 clients per representative. That equates to $344.7K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on June 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
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Owner & Executives
STEVEN JAMES LEBENS
Advisor, Chief Compliance Officer, DIRECTOR OF WEALTH MANAGEMENT, VICE PRESIDENT
- CRD
- #2216949
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,571,445 | -- |
| Non-Discretionary | $4,300,000 | -- |
| Total | $56,871,445 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lebens Advisory Group LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.