This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2024
- Office Locations
- 1
Office Locations
About Lewis Weil Co.
Lewis Weil Co. is an Austin-based registered investment advisor led by financial planner Lewis Weil. The firm provides ongoing, one-on-one financial planning and investment management for individuals, couples, and family households-often artists, engineers, creatives, and self-employed clients-covering budgeting, debt, savings, retirement, and business/family-business transitions. Portfolios are implemented primarily with ETFs and can be custodied at Betterment or Fidelity; no asset minimum.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LEWIS EDWARD WEIL
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6483850
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,200,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing