Lewis Wealth Management, LLC

Lewis Wealth Management, LLC (CRD# 152800) is a financial advisory firm headquartered in Denver, CO. They manage $74,130,000 in 180 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7887 E. Belleview Avenue, Suite 1100, Denver, CO 80111
http://www.lewiswm.com
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $411,833
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
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Lewis Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dean Lewis, financial advisor Denver CO
Dean A. Lewis
CRD#: 5147696
7887 E. Belleview Avenue, Suite 1100, Denver, CO 80111

Dean Lewis (CRD# 5147696) is an Investment Advisor Representative working at Lewis Wealth Management, LLC in Denver, CO and has over 17 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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