Lewinter Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 155921
- Registered since
- March 6, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.82%
- Individuals36.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Lewinter Wealth Advisors, LLC is an independent, individual‑owned registered investment adviser that describes itself as a capital allocator serving primarily individual and family clients. The firm is SEC‑registered as of 2025 and offers a mix of fee arrangements including percentage‑of‑AUM, hourly billing, and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. The firm does not position itself as an ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds69%
- Exchange Traded Equities13%
- Cash & Cash Equivalents8%
- US Government Bonds7%
- Non-Exchange Traded Equities1%
Contacts
3 of 3Linda Lewinter
PartnerCRD 5872751
Benjamin Lewinter
Investment Adviser RepresentativeCRD 8266397
David Lewinter
PresidentCRD 5872749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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