LEWIS WEALTH MANAGEMENT, LLC

LEWIS WEALTH MANAGEMENT, LLC of CARMEL, IN is an SEC-registered investment adviser (CRD 289065). Regulatory assets under management: $42.3M.

Registration

• CRD: 289065
• Type: Registered investment adviser
• Location: 1905 S. NEW MARKET STREET, CARMEL, IN, 46032
• Phone: (317) 503-3680
• Latest filing: 2026-01-05
• Regulatory AUM: $42.3M
• Discretionary AUM: $42.3M
• Clients: 1
• Accounts: 312

Business model

Compensation: % of AUM, Fixed, 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 289065 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search