LP Profile

RD Lewis Wealth Management

Also known as rd lewis wealth

Wealth ManagerMaitland, United StatesFounded 2010
$173M
Assets Under Management
Maitland
Headquarters
Investment Focus

About RD Lewis Wealth Management

RD Lewis Wealth Management is a wealth manager based in Maitland, US. Founded in 2010. Reported AUM: 173 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to RD Lewis Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$256.8M
Total Clients
852
Filing Date
March 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to RD Lewis Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is RD Lewis Wealth Management?

RD Lewis Wealth Management is a wealth manager based in Maitland, United States, managing approximately $173M in assets.

Where is RD Lewis Wealth Management headquartered?

RD Lewis Wealth Management is headquartered in Maitland, United States.

How much does RD Lewis Wealth Management manage?

RD Lewis Wealth Management manages approximately $173M in assets under management.

When was RD Lewis Wealth Management founded?

RD Lewis Wealth Management was founded in 2010.

How can I contact RD Lewis Wealth Management?

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