Lewis Asset Management
Lewis Asset Management is an SEC-registered wealth manager in Lafayette, CA with $387.1M assets under management (AUM, regulatory AUM), +81% over one year. See who owns Lewis Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143409, SEC 801-119399, data through 2026-05-20.
- AUM (assets under management / regulatory AUM)
- $387.1M (2026-05-20)
- Firm type
- Wealth Manager
- Location
- Lafayette, CA
- Employees
- 5
- Clients
- 282
- CRD
- 143409
- Ownership
- LEWIS, DAVID, WILLIAM
How much AUM does Lewis Asset Management have?
Lewis Asset Management reported $387.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-20).
Who owns Lewis Asset Management?
Disclosed owners and executives of Lewis Asset Management include LEWIS, DAVID, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.