Lewinter Wealth Advisors, LLC
Lewinter Wealth Advisors, LLC is an SEC-registered wealth manager with $162.5M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Lewinter Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155921, SEC 801-132099, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $162.5M (2026-05-06)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 85
- CRD
- 155921
- Ownership
- LEWINTER, LINDA, BETH; LEWINTER, DAVID, J.
How much AUM does Lewinter Wealth Advisors, LLC have?
Lewinter Wealth Advisors, LLC reported $162.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Lewinter Wealth Advisors, LLC?
Disclosed owners and executives of Lewinter Wealth Advisors, LLC include LEWINTER, LINDA, BETH, LEWINTER, DAVID, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.