Lewis Wealth Management

Lewis Wealth Management is a US-based registered investment advisor operating as a multi-family office for high-net-worth families.

Lewis Wealth Management

LEWIS WEALTH MANAGEMENT, LLC is an SEC-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

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What does Lewis Wealth Management mean by multi-family office structure?

The firm aggregates capital from multiple families to achieve scale, allowing clients to access institutional-grade investment managers, co-investment opportunities, and customized portfolio construction that would be harder to replicate individually.

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.

How does Lewis Wealth Management source investments?

The firm draws on relationships with institutional fund managers, placement agents, and direct deal flow from within its family office network to identify private equity, real estate, and other alternative opportunities.

What types of clients does Lewis Wealth Management serve?

The firm serves high-net-worth families, typically those with multi-generational wealth seeking coordinated wealth management, investment advisory, and financial planning.

Does Lewis Wealth Management invest directly alongside clients?

The firm structures its multi-family office model so that families share in pooled investments. The extent of the firm's own capital co-investment is not publicly disclosed.

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