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Building 2LEWIS WEALTH MANAGEMENT, LLC

Map pinLITTLETON, CO
Phone303-500-0980
NotebookSEC #801-71020
Total AUM
$12.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26 W. DRY CREEK CIRCLE
SUITE 510
LITTLETON
CO 80120
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
303-500-0980

ReceiptFinancials

Total AUM
$12.5M
Accounts
50
Discretionary
$12.5M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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