LEWIS M. WALLENSKY ASSOCIATES

LEWIS M. WALLENSKY ASSOCIATES is an SEC-registered investment adviser (CRD 136489).

Registration

• CRD: 136489
• Type: Registered investment adviser
• Phone: 310-557-2007
• Latest filing: 2026-06-02
• Clients: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136489 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search