# Lewis Wealth Management

Lewis Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** lewiswealthmanagement.net

## Regulatory record

- **CRD number:** 289065
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289065

## About

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.

## 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.

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Last updated: 2026-07-11T09:14:12.000Z

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