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Building 2LEWINTER WEALTH ADVISORS, LLC

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Phone973-294-2621
NotebookSEC #801-132099
Total AUM
$162.5M
Employees
1
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
973-294-2621
Other Offices
2

ReceiptFinancials

Total AUM
$162.5M
Accounts
261
Discretionary
$155.1M
Accounts
257
Non-Discretionary
$7.4M
Accounts
4

ContactClients

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Individual Clients
56
AUM
$58.8M
HNW Individual Clients
29
AUM
$103.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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