RD LEWIS WEALTH MANAGEMENT
Firm details
- Headquarters
- MAITLAND, Florida
- CRD number
- 156073
- Registered since
- October 20, 2020
- Website
- rdlewiswealthmanagement.com
- Custodians
- LPL FINANCIAL LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI69%
- Individuals31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
RD Lewis Wealth Management is an independent registered investment adviser organized as a corporation and SEC-registered in 2020. The firm is owned by an individual and focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM approach with hourly billing for certain services. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities46%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2RICHARD LEWIS
Chief Operating OfficerCRD 5874000
MORGAN LEWIS
Chief Compliance OfficerCRD 7925470
Contacts
2 of 2REGINA BLAKE-ANDERSON
AdvisorCRD 6699445
DELCENA LEWIS
OwnerCRD 4468804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MAITLAND, FL
ORANGE
Location
MAITLAND, FL
Headquartered in MAITLAND, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 253 N Orlando Ave
- Time zone
- ET (UTC-5)
- Office locations
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