SEC Form ADV

RD LEWIS WEALTH MANAGEMENT

Firm profile: RD Lewis Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$256.8M

Assets Under Management

Employees

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Registration Details

Accession: crd-156073
Location: MAITLAND, FL
Filing Date: September 28, 2026
AUM: $256.8M
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

RD LEWIS WEALTH MANAGEMENT is a registered investment adviser headquartered in MAITLAND, FL, managing approximately $256.8M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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