Rd Lewis Wealth Management

Rd Lewis Wealth Management (CRD# 156073) is a financial advisory firm headquartered in Maitland, FL. They manage $183,826,112 in 750 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $245,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

FL, TX

Financial Advisors at Rd Lewis Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Delcena D. Lewis
CRD#: 4468804
253 North Orlando Avenue, Suite 302, Maitland, FL 32801

Delcena Lewis (CRD# 4468804) is an Investment Advisor Representative working at Rd Lewis Wealth Management in Maitland, FL and has over 13 years of experience in the finance industry.

2
Regina S. Blake-Anderson
CRD#: 6699445
253 North Orlando Avenue, Suite 302, Maitland, FL 32801

Regina Blake-Anderson (CRD# 6699445) is an Investment Advisor Representative working at Rd Lewis Wealth Management in Maitland, FL and has over 4 years of experience in the finance industry.

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