Lewinter Wealth Advisors, LLC

Lewinter Wealth Advisors, LLC (CRD# 155921) is a financial advisory firm headquartered in , . They manage $99,382,590 in 195 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.lewinterwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $509,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at Lewinter Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Lewinter, financial advisor Boynton Beach FL
David J. Lewinter
CRD#: 5872749
Boynton Beach, FL

David Lewinter (CRD# 5872749) is an Investment Advisor Representative working at Lewinter Wealth Advisors, LLC in Boynton Beach, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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