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LEWIS M. WALLENSKY ASSOCIATES
WALLENSKY, LEWIS MORTON
CRD 136489
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 3 advisory reps; 150 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | — |
| Pension/profit sharing plans | 4 | — |
| Charitable organizations | 1 | — |
All web addresses on file
Official SEC filing: View on IAPD