LEWIS WEALTH MANAGEMENT, LLC

Overview

Lewis Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves individuals, families and small institutions. The firm provides financial planning and portfolio management for individuals and small businesses and bills clients via a mix of percentage-of-AUM, fixed fees and other arrangements. It does not report being an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator. Investment implementation appears to rely primarily on pooled public funds rather than bespoke direct-stock strategies. The firm lists Charles Schwab & Co., Inc. as its custodian for all reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices