DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT

LANDSBERG, BENNETT, & DUBBANEH LLC, CRD 297378

PUNTA GORDA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6876b54-bf43-a673-6bb2-af7c4b80e14e

Data as of Mar 9, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 2
On other graphs: 0
Observed: May 25, 2018 to Mar 9, 2021
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $877MItem 5.F on the latest filing (2021-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $760M
Private client RAUM: $862MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 14
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,300
Individual clients: 394
High net worth clients: 236
Custody, client assets: $127M
SEC number: 801-113500
CRD: 297378
Filings on the tape: 11
First filed: May 25, 2018
Latest filed: Mar 9, 2021
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENNETT, LEWIS, CASS	Member	E	yes	06/2012	May 25, 2018	Mar 9, 2021
BENNETT, LEWIS, CASS	Manager	Na	yes	06/2012	May 25, 2018	Mar 9, 2021
COOPER, DEBRA, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	05/2018	May 25, 2018	Mar 9, 2021
DUBBANEH, ANTHONY, CHARLES	Member	E	yes	06/2012	May 25, 2018	Mar 9, 2021
L BENN, LLC	Member	C	yes	06/2012	May 25, 2018	Mar 9, 2021
LANDSBERG, MICHAEL, WILLIAM	Member	E	yes	06/2012	May 25, 2018	Mar 9, 2021
LANDSBERG, MICHAEL, WILLIAM	Manager	Na	yes	06/2012	May 25, 2018	Mar 9, 2021
MWL LAND, LLC	Member	D	yes	06/2012	May 25, 2018	Mar 9, 2021
A DUBB, LLC	Member	B	no	06/2012	May 25, 2018	Mar 9, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2020	Mar 9, 2021	$877M	$760M	14	8	n/a	n/a
2019	Mar 17, 2020	$714M	$530M	12	8	n/a	n/a
2018	Mar 1, 2019	$557M	$399M	12	8	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$877M	$714M	22.9%	n/a	n/a	14	12	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HIGHTOWER ADVISORS, LLC	6	Dec 31, 2021	Jan 2, 2025	PUNTA GORDA, FL	Firm absorbed	RIA to ibd	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Nov 13, 2018	Aug 8, 2018	SARASOTA, FL	Team lift out	Wirehouse to RIA	0.2%
WELLS FARGO ADVISORS	4	Aug 28, 2018	Aug 8, 2018	PUNTA GORDA, FL	Team lift out	Wirehouse to new firm	0.3%

Relationships

Controls (6)

← LANDSBERG, MICHAEL, WILLIAMOwnerMEMBER, ownership code E, individual
May 25, 2018 to presentfactForm ADV
← BENNETT, LEWIS, CASSOwnerMEMBER, ownership code E, individual
May 25, 2018 to presentfactForm ADV
← COOPER, DEBRA, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 25, 2018 to presentfactForm ADV
← DUBBANEH, ANTHONY, CHARLESOwnerMEMBER, ownership code E, individual
May 25, 2018 to presentfactForm ADV
← L BENN, LLCOwnerMEMBER, ownership code C, domestic entity
May 25, 2018 to presentfactForm ADV
← MWL LAND, LLCOwnerMEMBER, ownership code D, domestic entity
May 25, 2018 to presentfactForm ADV

Owns (1)

← A DUBB, LLCOwnerMEMBER, ownership code B, domestic entity
May 25, 2018 to presentfactForm ADV

Moved with (2)

→ HIGHTOWER ADVISORS, LLCRegistered adviser6 advisors, firm absorbed, same day
Dec 31, 2021 to Jan 2, 2025factForm ADV
← WELLS FARGO ADVISORSRegistered adviser4 advisors, team lift out, same day
Aug 28, 2018 to Aug 8, 2018factForm ADV

Registered with (6)

← MICHAEL WILLIAM LANDSBERGAdvisorregistration: previous registration
Aug 6, 2018 to Dec 31, 2021factForm ADV
← LEWIS CASS BENNETTAdvisorregistration: previous registration
Aug 8, 2018 to Dec 31, 2021factForm ADV
← FAIZA KEDIRAdvisorregistration: previous registration
Aug 8, 2018 to Dec 31, 2021factForm ADV
← DEBRA ANN COOPERAdvisorregistration: previous registration
Aug 8, 2018 to Dec 31, 2021factForm ADV
← ADRIENNE MOOREAdvisorregistration: previous registration
Aug 8, 2018 to Dec 31, 2021factForm ADV
← Flor Estela MatteenAdvisorregistration: previous registration
Aug 8, 2018 to Dec 31, 2021factForm ADV

Dated events

Occurred
Mar 17, 2020
Regulatory AUM changed
Landsberg Bennett Private Wealth Management reported RAUM $714.2M, up 28% from $556.8M (2019-06-13 to 2020-03-17)
Form ADVobserved 5 days ago
$157M
Occurred
May 25, 2018
First Form ADV filing
Landsberg Bennett Private Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6876b54-bf43-a673-6bb2-af7c4b80e14e
First observed: May 25, 2018
Last observed: Mar 9, 2021 67 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT

LANDSBERG, BENNETT, & DUBBANEH LLC, CRD 297378

PUNTA GORDA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6876b54-bf43-a673-6bb2-af7c4b80e14e

Data as of Mar 9, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENNETT, LEWIS, CASS

Member

yes

06/2012

May 25, 2018

Mar 9, 2021

BENNETT, LEWIS, CASS

Manager

yes

06/2012

May 25, 2018

Mar 9, 2021

COOPER, DEBRA, ANN

CHIEF COMPLIANCE OFFICER

yes

05/2018

May 25, 2018

Mar 9, 2021

DUBBANEH, ANTHONY, CHARLES

Member

yes

06/2012

May 25, 2018

Mar 9, 2021

L BENN, LLC

Member

yes

06/2012

May 25, 2018

Mar 9, 2021

LANDSBERG, MICHAEL, WILLIAM

Member

yes

06/2012

May 25, 2018

Mar 9, 2021

LANDSBERG, MICHAEL, WILLIAM

Manager

yes

06/2012

May 25, 2018

Mar 9, 2021

MWL LAND, LLC

Member

yes

06/2012

May 25, 2018

Mar 9, 2021

A DUBB, LLC

Member

06/2012

May 25, 2018

Mar 9, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 9, 2021

$877M

$760M

n/a

2019

Mar 17, 2020

$714M

$530M

n/a

2018

Mar 1, 2019

$557M

$399M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$877M

$714M

22.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HIGHTOWER ADVISORS, LLC

Dec 31, 2021

Jan 2, 2025

PUNTA GORDA, FL

Firm absorbed

RIA to ibd

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Nov 13, 2018

Aug 8, 2018

SARASOTA, FL

Team lift out

Wirehouse to RIA

0.2%

WELLS FARGO ADVISORS

Aug 28, 2018

Aug 8, 2018

PUNTA GORDA, FL

Team lift out

Wirehouse to new firm

0.3%