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Lewis Wealth Management
LEWIS WEALTH MANAGEMENT, LLC is a state-registered investment adviser in CARMEL, IN. The firm manages approximately $42 million in regulatory assets.
Lewis Wealth Management
LEWIS WEALTH MANAGEMENT, LLC is a state-registered investment adviser in CARMEL, IN. The firm manages approximately $42 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Lewis Wealth Management a fiduciary?
As a registered investment advisor with the SEC, Lewis Wealth Management is bound by fiduciary standards, meaning it must act in clients' best interests rather than merely offering suitable products.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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