RD LEWIS HOLDINGS, INC.

RD LEWIS WEALTH MANAGEMENT
MAITLAND, Florida·3 registered advisors·CRD# 156073
SEC# 801-1196540407-446-3737
01

Firm Overview

AUM
$184M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RD LEWIS HOLDINGS, INC.

3 registered advisors
Delcena Delethia Lewis
MAITLAND, Florida
Morgan Sierra Lewis
MAITLAND, Florida
Richard Anthony Lewis
MAITLAND, Florida
05

Office Locations

MAITLAND, Florida
3 advisors

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Data sourced from SEC Form ADV filings. RD LEWIS HOLDINGS, INC. (CRD# 156073) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.