$42.3M Total AUM
$42.3M Disc. AUM
-- 3Y CAGR
1 Employees
97 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2017
- Office Locations
- 1
Office Locations
1905 S. NEW Market Street Suite #156 Carmel IN
About Lewis Wealth Management, LLC
Lewis Wealth Management, LLC is an independent, advisor-led RIA in Carmel, Indiana. The firm provides holistic financial planning and investment management, integrating cash flow, tax planning, risk management, education funding, retirement, and estate planning. Portfolios commonly use public funds and ETFs and emphasize thoughtful asset allocation. Founded by Kevin J. Lewis with a client-first, no-commission approach.
Team overview
-- AVG AGE
$42.3M AVG AUM / ADVISOR
$435.8K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KEVIN JAMES LEWIS
Chief Compliance Officer, President
- CRD
- #6406190
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,269,773 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,269,773 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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