CRD: 155921
Lewinter Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2010
- Office Locations
- 2
Office Locations
About Lewinter Wealth Advisors, LLC
Lewinter Wealth Advisors, LLC is a Boynton Beach-based RIA with 2 offices. The firm has been operating for 16 years. Managing $162.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between May 22, 2025 and July 30, 2026, reported AUM increased 24.7%, from $130.3M to $162.5M.
Of the latest reported AUM, 95.4% is discretionary and 4.6% is non-discretionary.
The firm reports 1 advisory representatives and 90 clients, or 90 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Industry Interests
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The full Lewinter Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID J. LEWINTER
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5872749
- Ownership
- 75% or more
LINDA BETH LEWINTER
Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Benjamin Seth Lewinter
Investment Adviser Representative
- CRD
- #8266397
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,108,968 | $603,537 |
| Non-Discretionary | $7,420,100 | $1,855,025 |
| Total | $162,529,068 | $622,717 |
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Separately Managed Accounts
SMA allocation detail is available
Lewinter Wealth Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.