RD LEWIS HOLDINGS, INC.
Doing business as RD LEWIS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$256,787,908
Discretionary
$256,787,908
Non-discretionary
$0
Firm details
- CRD number
- 156073
- SEC file number
- 801-119654
- Main office
- MAITLAND, FL, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.