RD LEWIS WEALTH MANAGEMENT

121 S. Orange Avenue
Suite 1500
Orlando, Florida 32801
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 Orlando, Florida based Financial Planning firm with nearly $152,337,681 assets under management, offering retirement planning & investment advisory services to 748 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156073
SEC#	801-119654
Assets Managed by Firm	$152,337,681
No. of Clients	748
No. of Advisors	5

Fee Structure

A Percentage of AUM
Hourly charges

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	748	$152,337,681
Individuals (other than high net worth individuals)	315	$62,425,685
High net worth individuals	84	$89,911,996

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