Lewis Financial, LLC
Lewis Financial, LLC is an SEC-registered mass-market adviser in San Luis Obispo, CA with $133.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lewis Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170324, SEC 801-132016, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $133.9M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- San Luis Obispo, CA
- Employees
- 3
- Clients
- 255
- CRD
- 170324
- Ownership
- LEWIS, WYATT, EVAN
How much AUM does Lewis Financial, LLC have?
Lewis Financial, LLC reported $133.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Lewis Financial, LLC?
Disclosed owners and executives of Lewis Financial, LLC include LEWIS, WYATT, EVAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.