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Julie-Anne Lewis

MIDDLEBURG WEALTH MANAGEMENT LLC·MIDDLEBURG, Virginia
Unclaimed Profile
4 N MADISON STREET, MIDDLEBURG, VA 20118CRD# 4311609Firm CRD# 170727
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
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
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4311609
Firm CRD# 170727
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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