Lewis Financial Management, LLC
Lewis Financial Management, LLC is an SEC-registered ria in Raleigh, NC with $338.7M assets under management (AUM, regulatory AUM), -21% over one year. See who owns Lewis Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116344, SEC 801-60666, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $338.7M (2026-03-25)
- Firm type
- Ria
- Location
- Raleigh, NC
- Employees
- 2
- Clients
- 88
- CRD
- 116344
- Ownership
- LEWIS, DOUGLAS, JOEL; LEWIS, LINDA, PEREZ; SMITH, TROY, MCKAY
How much AUM does Lewis Financial Management, LLC have?
Lewis Financial Management, LLC reported $338.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Lewis Financial Management, LLC?
Disclosed owners and executives of Lewis Financial Management, LLC include LEWIS, DOUGLAS, JOEL, LEWIS, LINDA, PEREZ, SMITH, TROY, MCKAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.