Lewis Wealth Management, LLC

Lewis Wealth Management, LLC (CRD# 152800) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $38,700,000 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8480 E. Orchard Road, Suite 5550, Greenwood Village, CO 80111
http://www.lewiswm.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $227,647
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
Dean A. Lewis
CRD#: 5147696
,
93
Wealthminder
score

Dean Lewis (CRD# 5147696) is an Investment Advisor Representative working at Lewis Wealth Management, LLC in , and has over 12 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.

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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