RD Lewis Wealth Management

RIASEC Registered

Total AUM

$257M

Discretionary

$257M

100% of AUM

Avg account

$301K

Accounts

852

Employees

8

Advisory reps

5

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

FINTRX

Overview

RD Lewis Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC registered (registration year 2020) and focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and via hourly billing. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds52%
Exchange Traded Equities46%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Richard Lewis
Chief Operating OfficerCRD 5874000
Morgan Lewis
Chief Compliance OfficerCRD 7925470

Contacts

3 of 3

Delcena Lewis
President, FounderCRD 4468804
Regina Blake-anderson
AdvisorCRD 6699445
Carol Landaeta
Advisor AssistantCRD 7400792

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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