Lewis Wealth Management, LLC

Lewis Wealth Management, LLC (CRD# 289065) is a financial advisory firm headquartered in Carmel, IN. They manage $32,918,291 in 293 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1905 S. New Market Street, Suite #156, Carmel, IN 46032
https://lewiswealthmanagement.net
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $112,349
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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.

IL, IN, TX

Financial Advisors at Lewis Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Lewis, financial advisor Carmel IN
Kevin J. Lewis
CRD#: 6406190
1905 S. New Market Street, Suite #156, Carmel, IN 46032

Kevin Lewis (CRD# 6406190) is an Investment Advisor Representative working at Lewis Wealth Management, LLC in Carmel, IN and has over 9 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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