# LEWIS FINANCIAL, LLC

LEWIS FINANCIAL, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 170324
- Type: SEC-registered investment adviser
- SEC file number: 801-132016
- Location: 3590 SACRAMENTO DR., STE 140, SAN LUIS OBISPO, CA, 93401
- Phone: (805) 548-0900
- Latest filing: 2026-02-25
- Regulatory AUM: $133.9M
- Discretionary AUM: $133.9M
- Clients: 3
- Accounts: 255

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Wyatt Evan Lewis | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170324/similar
- Related entities: https://search.stillhousedata.com/firm/170324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170324

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.