Lewinter Wealth Advisors, LLC

Lewinter Wealth Advisors, LLC (CRD# 155921) is a financial advisory firm headquartered in , . They manage $54,350,576 in 183 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $296,998
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Lewinter Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David J. Lewinter
CRD#: 5872749
West Orange, NJ
90
Wealthminder
score

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

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