Overview
Assets Under Management: $163 million
High-Net-Worth Clients: 29
Average Client Assets: $3.6 million
Frequently Asked Questions
LEWINTER WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155921), LEWINTER WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
LEWINTER WEALTH ADVISORS, LLC serves 29 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, LEWINTER WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LEWINTER WEALTH ADVISORS, LLC manages $163 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, LEWINTER WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.82%
Average Client Assets: $3.6 million
Total Client Accounts: 261
Discretionary Accounts: 257
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 155921
Filing ID: 2040734
Last Filing Date: 2026-03-03 21:54:40