CRD: 155921
Lewinter Wealth Advisors, LLC
$162.5M Total AUM
$155.1M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer optimaSignal element +more
- Established Date
- 10-01-2010
- Office Locations
- 2
Office Locations
-- Boynton Beach FL
-- NEW York NY
About Lewinter Wealth Advisors, LLC
Lewinter Wealth Advisors, LLC is a Boynton Beach-based RIA with 2 offices. The firm has been operating for 15 years. Managing $162.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$162.5M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Pioneer bridge Delta Optima Radial Summit crest
Client Personas
Alpha element
Custodian
Beacon quantum Value
Investment Themes
Vector Matrix bridge Wave
Investment Vehicles
Zenith
Platform
Beacon
Services
Value glacier Ember prime Capital pioneer Insight signal Harbor Value Zenith
Technology
Element catalyst Quantum Harbor catalyst North
Owner & Executives
D
DAVID J. LEWINTER
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5872749
- Ownership
- 75% or more
(339) 240-7684
vector.foundation@eaglecapital.com
in linkedin.com/in/timber-meridian
L
LINDA BETH LEWINTER
Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
(576) 531-9375
delta.frontier@frontiercapital.com
in linkedin.com/in/focus-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
B
Benjamin Seth Lewinter
--
- CRD
- #8266397
(763) 211-6786
beacon.prime@horizoncapital.com
in linkedin.com/in/matrix-unison
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $162,529,068
Public Funds:
12.0% Equity - Exchange:
16.8% Cash:
17.3% U.S. Government/Agency:
17.0% Corporate - Investment Grade:
16.0% Equity - OTC:
9.2% Municipal Bonds:
11.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $125,492,453 | 12.0% |
| Equity - Exchange | $175,689,435 | 16.8% |
| Cash | $180,918,287 | 17.3% |
| U.S. Government/Agency | $177,780,975 | 17.0% |
| Corporate - Investment Grade | $167,323,271 | 16.0% |
| Equity - OTC | $96,210,881 | 9.2% |
| Municipal Bonds | $122,355,142 | 11.7% |
| Total | $1,045,770,444 | 100.0% |