W.H. LEWIS FINANCIAL, LLC.

W.H. LEWIS FINANCIAL, LLC. is an SEC-registered investment adviser (CRD 282122). Regulatory assets under management: $540K.

Registration

• CRD: 282122
• Type: Registered investment adviser
• Phone: 541-870-0389
• Latest filing: 2022-09-30
• Regulatory AUM: $540K
• Discretionary AUM: $540K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly.

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 282122 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search