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Jonathan Adam Lewis

SLK PRIVATE WEALTH, LLC·LOS ANGELES, California
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10877 WILSHIRE BOULEVARD, LOS ANGELES, CA 90024CRD# 2317260Firm CRD# 333932
01

About

Jonathan Adam Lewis is a registered financial advisor based in LOS ANGELES, California, affiliated with SLK PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SLK PRIVATE WEALTH MANAGEMENT, LLC
SLK PRIVATE WEALTH MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at SLK PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2317260
Firm CRD# 333932
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Adam Lewis offer?
Jonathan Adam Lewis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.
What are Jonathan Adam Lewis's credentials?
Jonathan Adam Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Adam Lewis located?
Jonathan Adam Lewis is based in LOS ANGELES, California, working with SLK PRIVATE WEALTH, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Jonathan Adam Lewis charge for services?
Jonathan Adam Lewis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SLK PRIVATE WEALTH, LLC?
SLK PRIVATE WEALTH, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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