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RD LEWIS WEALTH MANAGEMENT
RD LEWIS HOLDINGS, INC.
CRD 156073 · SEC 801-119654
253 NORTH ORLANDO AVENUE, SUITE 302, MAITLAND, FL, 32751, United States
Phone
407-446-3737
Fax
407-250-7010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$256.8M
Discretionary AUM
$256.8M
Team
8 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 330 | $79.6M |
| High net worth individuals | 121 | $177.2M |
States served
GA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD