Lewis Wealth Management, LLC

Lewis Wealth Management, LLC (CRD# 152800) is a financial advisory firm headquartered in Littleton, CO. They manage $33,700,000 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
26 W. Dry Creek Circle, Suite 510, Littleton, CO 80120
http://www.lewiswm.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $217,419
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.

CO

Financial Advisors at Lewis Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dean Lewis, financial advisor Littleton CO
Dean A. Lewis
CRD#: 5147696
26 W. Dry Creek Circle, Suite 510, Littleton, CO 80120
93
Wealthminder
score

Dean Lewis (CRD# 5147696) is an Investment Advisor Representative working at Lewis Wealth Management, LLC in Littleton, CO and has over 11 years 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.

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