CRD: 156536
Kris Lewicki & Associates, LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-29-2011
- Office Locations
- 1
Office Locations
About Kris Lewicki & Associates, LLC
Kris Lewicki & Associates is a fee-only, fiduciary financial planning and wealth management firm serving Florida and clients nationwide. The team delivers retirement planning, ongoing investment management, and coordinated tax- and estate-planning strategies, with specialized planning for business owners (succession and retirement plan options). Public filings indicate portfolios are primarily ETF-based.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
Travis Marian Lewicki
Certified Financial Planner, Managing Member
- CRD
- #7112386
- Ownership
- 75% or more
KRISTOF STEFAN LEWICKI
Chief Compliance Officer
- CRD
- #2714690
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Eric Martin Lewicki
--
- CRD
- #8133873
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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