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LEWIS WEALTH MANAGEMENT, LLC
CRD 289065
1905 S. NEW MARKET STREET, SUITE #156, CARMEL, IN, 46032, United States
Phone
(317) 503-3680
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.3M
Discretionary AUM
$42.3M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; % OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $16.7M |
| High net worth individuals | 14 | $25.6M |
| Corporations/business entities | 2 | $37K |
All web addresses on file
Official SEC filing: View on IAPD