$540.0K Total AUM
$540.0K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
10 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-22-2016
- Office Locations
- 1
Office Locations
-- Eugene OR
About W.h. Lewis Financial, Llc.
W.H. Lewis Financial, LLC is an Oregon-licensed registered investment adviser in Eugene serving retail clients with financial planning. Based on disclosed SMA holdings, portfolios are implemented primarily with equity ETFs alongside cash. The firm is led by president/owner William H. Lewis III in a single-advisor practice.
Team overview
48 AVG AGE
$540.0K AVG AUM / ADVISOR
$77.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Services
Available
Owner & Executives
W
WILLIAM H. LEWIS III
President
- CRD
- #5688108
- 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 | $540,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $540,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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