# RD Lewis Wealth Management

RD Lewis Wealth Management is a Bank / Wealth / Trust based in Maitland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Maitland, United States
- **Region:** North America
- **Address:** Maitland, FL, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** rdlewiswealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/rd-lewis-wealth-management

## Regulatory record

- **CRD number:** 156073
- **SEC file number:** 801-119654
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156073

## About

RD Lewis Wealth Management was established in 2010 as an independent registered investment advisor in Maitland, Florida. The firm organizes its practice around a single client vertical: first responders, public employees, and their families, providing investment management and financial planning that accounts for the specific retirement structures of those professions. The firm also serves individuals, trusts, estates, and corporate entities outside that core demographic. The firm's investment posture is plan-centric rather than product-centric — it combines portfolio management with retirement income modeling, trust advisory, and continuous financial planning. RD Lewis does not disclose its AUM or a specific asset-class mix publicly, but as an RIA it constructs portfolios from equities, fixed income, and cash-equivalent instruments, with allocation determined by each client's retirement timeline and risk profile. The practice serves clients across Florida from its sole Maitland office. Team size and total assets under management are not publicly stated. The firm has not announced a new fund, office, or operational restructure in the past 24 months. RD Lewis distinguishes itself structurally by concentrating on a defined occupational community — first responders — whose retirement-planning needs are governed by Florida's public pension system and federal deferred-compensation rules. That focus creates a practice architecture built around regulatory familiarity and sector-specific financial planning, rather than generalist wealth management.

## Related profiles

- [RD Capital Partners](https://altss.com/profile/rd-capital-partners)
- [RD Ventures](https://altss.com/profile/rd-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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