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).
Total Assets Under Management39MILLION
Total Number of Accounts170ACCOUNTS
Average Account Value$227,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.