CRD: 156073
RD Lewis Wealth Management
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- Custodian
- Charles Schwab & Company · Lincoln Financial · LPL Financial · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2010
- Office Locations
- 1
Office Locations
About RD Lewis Wealth Management
RD Lewis Wealth Management is an independent RIA founded in 2010 that provides investment management and financial planning for individuals and families, as well as trusts, estates, and businesses. The firm is known for serving first responders through their careers and into retirement. Portfolios emphasize diversified asset allocation using public funds such as ETFs and mutual funds, with a fiduciary, transparency-first approach.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DELCENA DELETHIA LEWIS
Founder, President
- CRD
- #4468804
- Ownership
- 50% but less than 75%
RICHARD ANTHONY LEWIS
Business Development Executive, Chief Operating Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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REGINA SHEREE BLAKE-ANDERSON
--
- CRD
- #6699445
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,787,908 | $301,394 |
| Non-Discretionary | $0 | -- |
| Total | $256,787,908 | $301,394 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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