Overview
Assets Under Management: $215 million
Headquarters: MAITLAND, FL
High-Net-Worth Clients: 96
Average Client Assets: $1 million
Frequently Asked Questions
RD LEWIS WEALTH MANAGEMENT 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 #156073), RD LEWIS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
RD LEWIS WEALTH MANAGEMENT is headquartered in MAITLAND, FL.
RD LEWIS WEALTH MANAGEMENT serves 96 high-net-worth clients according to their SEC filing dated November 17, 2025. View client details ↓
According to their SEC Form ADV, RD LEWIS WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
RD LEWIS WEALTH MANAGEMENT manages $215 million in client assets according to their SEC filing dated November 17, 2025.
According to their SEC Form ADV, RD LEWIS WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.70
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 838
Discretionary Accounts: 838
Regulatory Filings
CRD Number: 156073
Filing ID: 2022436
Last Filing Date: 2025-11-17 18:16:48
Website: 0