CRD: 170324
Lewis Financial, LLC
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-28-2014
- Office Locations
- 1
Office Locations
About Lewis Financial, LLC
Lewis Financial, LLC provides investment management and strategic wealth planning with a personal, goals-based process that adapts as clients’ needs change. The firm supports individuals and families from first-time investors through retirement, pairing portfolio construction with tax-aware planning and guidance across the full financial picture. Portfolios commonly use ETFs and mutual funds, and the practice operates on the LPL Financial platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WYATT EVAN LEWIS
Chief Compliance Officer, Managing Member
- CRD
- #4665596
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT MELVIN HILTZ
--
- CRD
- #2536210
WAYNE EVAN LEWIS
--
- CRD
- #1037214
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,950,000 | $525,294 |
| Non-Discretionary | $0 | -- |
| Total | $133,950,000 | $525,294 |
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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 |
| Total | Available | Available |
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