Updated:
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.
Overview
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. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Lewis Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.