AdvisorOS Directory
Claim Profile
Unclaimed Profile
JL

Julie-Anne Lewis

MIDDLEBURG WEALTH MANAGEMENT LLC·MIDDLEBURG, Virginia
Clean recordMIDDLEBURG WEALTH MANAGEMENT LLC
4 N MADISON STREET, MIDDLEBURG, VA 20118CRD# 4311609Firm CRD# 170727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie-Anne Lewis · MIDDLEBURG, VA
Registration
CRD #4311609 · MIDDLEBURG WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie-Anne Lewis is a registered financial advisor based in MIDDLEBURG, Virginia, affiliated with MIDDLEBURG WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Julie-Anne

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julie-Anne is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MIDDLEBURG WEALTH MANAGEMENT LLC
MIDDLEBURG WEALTH MANAGEMENT LLC
AUM
$92M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MIDDLEBURG WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4311609
Firm CRD# 170727
View on FINRA BrokerCheck →

Looking for a financial advisor in MIDDLEBURG?

Browse all registered financial advisors in MIDDLEBURG, Virginia or claim this profile if it's yours.

Browse MIDDLEBURG AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Julie-Anne Lewis offer?
Julie-Anne Lewis specializes in Investment Management, Fee-Only Advisory. Contact their office in MIDDLEBURG, Virginia for a consultation.
What are Julie-Anne Lewis's credentials?
Julie-Anne Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie-Anne Lewis located?
Julie-Anne Lewis is based in MIDDLEBURG, Virginia, working with MIDDLEBURG WEALTH MANAGEMENT LLC. Their office serves clients in the MIDDLEBURG metropolitan area and surrounding communities.
How does Julie-Anne Lewis charge for services?
Julie-Anne 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 MIDDLEBURG WEALTH MANAGEMENT LLC?
MIDDLEBURG WEALTH MANAGEMENT LLC has approximately 2 employees and manages $92M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in MIDDLEBURG, Virginia

Andrew Craig Schaefer
AKRE CAPITAL MANAGEMENT, LLC·MIDDLEBURG, VA
Anthony Nmn Sirianni
WASHINGTON ASSET MANAGEMENT II, LLC·MIDDLEBURG, VA
Christopher D Cerrone
AKRE CAPITAL MANAGEMENT, LLC·MIDDLEBURG, VA
Hayward Lamar Sawyer
FOXHALL CAPITAL MANAGEMENT, INC.·MIDDLEBURG, VA
Thomas Donald Saberhagen
AKRE CAPITAL MANAGEMENT, LLC·MIDDLEBURG, VA
Carl Edward Oberholtzer
FOXHALL CAPITAL MANAGEMENT, INC.·MIDDLEBURG, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)VIENNA (100)VIRGINIA BEACH (85)NORFOLK (74)FAIRFAX (61)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile