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
Lewinter Wealth Advisors, LLC
By the Numbers
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Total Assets Under Management99MILLION
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Total Number of Accounts195ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY, TX
Financial Advisors at Lewinter Wealth Advisors, LLC
1
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.
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