Rd Lewis Wealth Management
Rd Lewis Wealth Management is an SEC-registered mass-market adviser in Maitland, FL with $256.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Rd Lewis Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156073, SEC 801-119654, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $256.8M (2026-06-03)
- Firm type
- Mass-Market Adviser
- Location
- Maitland, FL
- Employees
- 8
- Clients
- 451
- CRD
- 156073
- Ownership
- LEWIS, DELCENA, DELETHIA; LEWIS, MORGAN, SIERRA; LEWIS, RICHARD, ANTHONY
How much AUM does Rd Lewis Wealth Management have?
Rd Lewis Wealth Management reported $256.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Rd Lewis Wealth Management?
Disclosed owners and executives of Rd Lewis Wealth Management include LEWIS, DELCENA, DELETHIA, LEWIS, MORGAN, SIERRA, LEWIS, RICHARD, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.