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
Lewis Wealth Management, LLC
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts170ACCOUNTS
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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

Registered Investment Advisor
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
1
Dean Lewis (CRD# 5147696) is an Investment Advisor Representative working at Lewis Wealth Management, LLC in , and has over 11 years of experience in the finance industry.
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