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Building 2RD LEWIS WEALTH MANAGEMENT

Map pinMAITLAND, FL
Phone407-446-3737
NotebookSEC #801-119654
Total AUM
$256.8M
Employees
8
Clients
451

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
253 NORTH ORLANDO AVENUE
SUITE 302
MAITLAND
FL 32751
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
407-446-3737

ReceiptFinancials

Total AUM
$256.8M
Accounts
852
Discretionary
$256.8M
Accounts
852
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
330
AUM
$79.6M
HNW Individual Clients
121
AUM
$177.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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