KRIS LEWICKI & ASSOCIATES, LLC

KRIS LEWICKI & ASSOCIATES, LLC of CORAL SPRINGS, FL is an SEC-registered investment adviser (CRD 156536). Regulatory assets under management: $95.8M.

Registration

• CRD: 156536
• Type: Registered investment adviser
• Location: 7401 WILES ROAD, CORAL SPRINGS, FL, 33067
• Phone: 954-324-3550
• Latest filing: 2026-05-21
• Regulatory AUM: $95.8M
• Discretionary AUM: $95.8M
• Clients: 3
• Accounts: 225

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156536 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search