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).

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 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 11 years of experience in the finance industry.

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