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RD LEWIS WEALTH MANAGEMENT
253 North Orlando Avenue
Suite 302
Maitland, Florida 32751
Tel: 407-446-3737
About RD LEWIS WEALTH MANAGEMENT
RD LEWIS WEALTH MANAGEMENT, formally registered with the SEC as RD LEWIS WEALTH MANAGEMENT. The firm was established in 10/20/2020. They have over 1 offices throughout the country.
RD LEWIS WEALTH MANAGEMENT is a Maitland, Florida based Financial Planning firm with nearly $183,826,112 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156073 |
| SEC# | 801-119654 |
| Assets Managed by Firm | $183,826,112 |
| No. of Clients | 750 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 750 | $183,826,112 |
| Individuals (other than high net worth individuals) | 384 | $109,926,112 |
| High net worth individuals | 56 | $73,900,000 |
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