Lewinter Wealth Advisors, LLC

RIASEC RegisteredEst. 2025

Total AUM

$163M

Discretionary

$155M

95% of AUM

Avg account

$623K

Accounts

261

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 155921
Registered since: March 6, 2025
Website: www.lewinterwealthadvisors.com
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

FINTRX

Overview

Lewinter Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that describes itself as a capital allocator serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model is flexible, combining a percentage-of-AUM charge with the option for hourly or fixed fees. The firm does not market itself as an ESG investor. Lewinter is set up to allocate capital to third‑party managers rather than to run an exclusively in‑house lineup. It is SEC‑registered (registration noted in the firm data) and owned by an individual principal. The firm is not identified as a pension consultant or a related adviser in its filings.