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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