Active
RD LEWIS WEALTH MANAGEMENT
Investment Advice|MAITLAND, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$215.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 215.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 156073 |
| SEC Number | 801-119654 |
| Street Address | 253 NORTH ORLANDO AVENUE |
| Street Address 2 | SUITE 302 |
| Location | MAITLAND, FL 32751 |
| Country | United States |
| Phone | 407-446-3737 |
| Fax | 407-250-7010 |
| Total Employees | 7 |
Client Count by Type (447 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 351 |
| High Net Worth Individual… | 96 |
Community Partners
CITY OF BONITA SPRINGS
CITY OF CAPE CORAL
CITY OF MAITLAND
CITY OF OAKLAND PARK
CITY OF SANIBEL
COUNTY OF LEE
TOWN OF EATONVILLE
TOWN OF FORT MYERS BEACH
VILLAGE OF ESTERO
CITY OF BONITA SPRINGS
CITY OF CAPE CORAL
CITY OF MAITLAND
CITY OF OAKLAND PARK
CITY OF SANIBEL
COUNTY OF LEE
TOWN OF EATONVILLE
TOWN OF FORT MYERS BEACH
VILLAGE OF ESTERO
CITY OF BONITA SPRINGS
CITY OF CAPE CORAL
CITY OF MAITLAND
CITY OF OAKLAND PARK
CITY OF SANIBEL
COUNTY OF LEE
TOWN OF EATONVILLE
TOWN OF FORT MYERS BEACH
VILLAGE OF ESTERO
Municipal Government
9 Active
9
Organizations
ALVA FIRE PROTECTION AND RESCUE SERVICE DISTRICT
ALVA FIRE PROTECTION & RESCUE DISTRICT
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
BAY CREEK COMMUNITY DEVELOPMENT DISTRICT
BAYSHORE FIRE PROTECTION AND RESCUE SERVICE DISTRICT
BAYSHORE FIRE PROTECTION & RESCUE SERVICE DISTRICT
BAYSIDE IMPROVEMENT COMMUNITY DEVELOPMENT DISTRICT
BEACH ROAD GOLF ESTATES COMMUNITY DEV DIST
BELLA VIDA COMMUNITY DEVELOPMENT DISTRICT
BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT
BONITA LANDING COMMUNITY DEVELOPMENT DISTRICT
BONITA SPRINGS FIRE CONTROL AND RESCUE DISTRICT
BONITA VILLAGE COMMUNITY DEVELOPMENT DISTRICT
BRIGHTWATER COMMUNITY DEVELOPMENT DISTRICT
BROOKS OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT
BROOKS OF BONITA SPRINGS II COMMUNITY DEVELOPMENT DISTRICT
CAPTIVA EROSION PREVENTION DISTRICT
CAPTIVA ISLAND FIRE CONTROL DISTRICT
CATALINA AT WINKLER PRESERVE COMMUNITY DEVELOPMENT DISTRICT
CC COMMUNITY DEVELOPMENT DISTRICT
ALVA FIRE PROTECTION AND RESCUE SERVICE DISTRICT
ALVA FIRE PROTECTION & RESCUE DISTRICT
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
BAY CREEK COMMUNITY DEVELOPMENT DISTRICT
BAYSHORE FIRE PROTECTION AND RESCUE SERVICE DISTRICT
BAYSHORE FIRE PROTECTION & RESCUE SERVICE DISTRICT
BAYSIDE IMPROVEMENT COMMUNITY DEVELOPMENT DISTRICT
BEACH ROAD GOLF ESTATES COMMUNITY DEV DIST
BELLA VIDA COMMUNITY DEVELOPMENT DISTRICT
BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT
BONITA LANDING COMMUNITY DEVELOPMENT DISTRICT
BONITA SPRINGS FIRE CONTROL AND RESCUE DISTRICT
BONITA VILLAGE COMMUNITY DEVELOPMENT DISTRICT
BRIGHTWATER COMMUNITY DEVELOPMENT DISTRICT
BROOKS OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT
BROOKS OF BONITA SPRINGS II COMMUNITY DEVELOPMENT DISTRICT
CAPTIVA EROSION PREVENTION DISTRICT
CAPTIVA ISLAND FIRE CONTROL DISTRICT
CATALINA AT WINKLER PRESERVE COMMUNITY DEVELOPMENT DISTRICT
CC COMMUNITY DEVELOPMENT DISTRICT
ALVA FIRE PROTECTION AND RESCUE SERVICE DISTRICT
ALVA FIRE PROTECTION & RESCUE DISTRICT
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
BAY CREEK COMMUNITY DEVELOPMENT DISTRICT
BAYSHORE FIRE PROTECTION AND RESCUE SERVICE DISTRICT
BAYSHORE FIRE PROTECTION & RESCUE SERVICE DISTRICT
BAYSIDE IMPROVEMENT COMMUNITY DEVELOPMENT DISTRICT
BEACH ROAD GOLF ESTATES COMMUNITY DEV DIST
BELLA VIDA COMMUNITY DEVELOPMENT DISTRICT
BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT
BONITA LANDING COMMUNITY DEVELOPMENT DISTRICT
BONITA SPRINGS FIRE CONTROL AND RESCUE DISTRICT
BONITA VILLAGE COMMUNITY DEVELOPMENT DISTRICT
BRIGHTWATER COMMUNITY DEVELOPMENT DISTRICT
BROOKS OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT
BROOKS OF BONITA SPRINGS II COMMUNITY DEVELOPMENT DISTRICT
CAPTIVA EROSION PREVENTION DISTRICT
CAPTIVA ISLAND FIRE CONTROL DISTRICT
CATALINA AT WINKLER PRESERVE COMMUNITY DEVELOPMENT DISTRICT
CC COMMUNITY DEVELOPMENT DISTRICT
Special District
99 Active
99
Organizations
FLORIDA SOUTHWESTERN STATE COLLEGE
LEE COUNTY SCHOOL DISTRICT
FLORIDA SOUTHWESTERN STATE COLLEGE
LEE COUNTY SCHOOL DISTRICT
FLORIDA SOUTHWESTERN STATE COLLEGE
LEE COUNTY SCHOOL DISTRICT
School District
2 Active
2
Organizations
13TH TRIBE INC
14 TO FOREVER INC
1 HOPE FOUNDATION INC
1 SALON LIFE DEVELOPMENT ACADEMY INC
2024 INCORPORATED
21 DAYS FOR CHANGE INC
22ND BOMBARDMENT GROUP ASSOCIATION
2 ANGELS AFFORDABLE HOUSING FOUNDATION INC
2SERVE TOGETHER FOUNDATION INC
305 WELLNESS
333 MANAGEMENT CORP
3 D RUNNERS RUNSHOPPE TIMING ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS PET RESCUE & REHABILITATION INC
52 WEEKS DEVELOPEMENT
60 FEET AWAY INC
825 MILE FUND INC
9-11 FAMILIES UNITED INC C/O WILBUR SMITH LLC
AAGO FOUNDATION INC
ABA CLIMATE COALITION
13TH TRIBE INC
14 TO FOREVER INC
1 HOPE FOUNDATION INC
1 SALON LIFE DEVELOPMENT ACADEMY INC
2024 INCORPORATED
21 DAYS FOR CHANGE INC
22ND BOMBARDMENT GROUP ASSOCIATION
2 ANGELS AFFORDABLE HOUSING FOUNDATION INC
2SERVE TOGETHER FOUNDATION INC
305 WELLNESS
333 MANAGEMENT CORP
3 D RUNNERS RUNSHOPPE TIMING ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS PET RESCUE & REHABILITATION INC
52 WEEKS DEVELOPEMENT
60 FEET AWAY INC
825 MILE FUND INC
9-11 FAMILIES UNITED INC C/O WILBUR SMITH LLC
AAGO FOUNDATION INC
ABA CLIMATE COALITION
13TH TRIBE INC
14 TO FOREVER INC
1 HOPE FOUNDATION INC
1 SALON LIFE DEVELOPMENT ACADEMY INC
2024 INCORPORATED
21 DAYS FOR CHANGE INC
22ND BOMBARDMENT GROUP ASSOCIATION
2 ANGELS AFFORDABLE HOUSING FOUNDATION INC
2SERVE TOGETHER FOUNDATION INC
305 WELLNESS
333 MANAGEMENT CORP
3 D RUNNERS RUNSHOPPE TIMING ASSOCIATION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 PAWS PET RESCUE & REHABILITATION INC
52 WEEKS DEVELOPEMENT
60 FEET AWAY INC
825 MILE FUND INC
9-11 FAMILIES UNITED INC C/O WILBUR SMITH LLC
AAGO FOUNDATION INC
ABA CLIMATE COALITION
Nonprofit Organization
2076 Active
2076
Organizations
Community Partners111 organizations
CITY OF CAPE CORAL
Municipal Government·CAPE CORAL
CITY OF MAITLAND
Municipal Government·MAITLAND
CITY OF OAKLAND PARK
Municipal Government·OAKLAND PARK
CITY OF SANIBEL
Municipal Government·SANIBEL
COUNTY OF LEE
Municipal Government·FORT MYERS
TOWN OF EATONVILLE
Municipal Government·MAITLAND
TOWN OF FORT MYERS BEACH
Municipal Government·FORT MYERS BEACH
VILLAGE OF ESTERO
Municipal Government·ESTERO
ALVA FIRE PROTECTION AND RESCUE SERVICE DISTRICT
Special District·ALVA
ALVA FIRE PROTECTION & RESCUE DISTRICT
Special District·ALVA
ARBORWOOD COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
BAY CREEK COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
BAYSHORE FIRE PROTECTION & RESCUE SERVICE DISTRICT
Special District·FORT MYERS
BAYSIDE IMPROVEMENT COMMUNITY DEVELOPMENT DISTRICT
Special District·BONITA SPRINGS
BLUE LAKE COMMUNITY DEVELOPMENT DISTRICT
Special District·PALM BEACH GARDENS
BONITA VILLAGE COMMUNITY DEVELOPMENT DISTRICT
Special District·WEST PALM BEACH
BROOKS OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
BROOKS OF BONITA SPRINGS II COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
CATALINA AT WINKLER PRESERVE COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
CC COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
CFM COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
COMMUNITY REDEVELOPMENT AGENCY OF THE CITY OF FORT MYERS, FLORIDA
Special District·FORT MYERS
COPPERHEAD COMMUNITY DEVELOPMENT DISTRICT
Special District·PALM BEACH GARDENS
COPPER OAKS COMMUNITY DEVELOPMENT DISTRICT
Special District·FORT LAUDERDALE
CORAL BAY OF LEE COUNTY COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
COUNTY LINE DRAINAGE DISTRICT
Special District·ARCADIA
CYPRESS SHADOWS COMMUNITY DEVELOPMENT DISTRICT
Special District·MIAMI LAKES
DEL WEBB OAK CREEK COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
EAST BONITA BEACH ROAD CDD
Special District·BOCA RATON
FORT MYERS BEACH FIRE CONTROL DISTRICT
Special District·FORT MYERS BEACH
FORT MYERS BEACH MOSQUITO CONTROL TAX DISTRICT
Special District·FORT MYERS BEACH
FORT MYERS BEACH PUBLIC LIBRARY DISTRICT
Special District·FORT MYERS BEACH
FORT MYERS SHR FIRE DIST ALL
Special District·FORT MYERS
HERITAGE PALMS COMMUNITY DEVELOPMENT DISTRICT
Special District·CORAL SPRINGS
IONA MCGREGOR FIRE DISTRICT
Special District·FORT MYERS
LAGUNA ESTATES COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
LEE COUNTY EDUCATIONAL FACILITIES AUTHORITY
Special District·FORT MYERS
13TH TRIBE INC
Nonprofit Organization·BONITA SPRINGS
14 TO FOREVER INC
Nonprofit Organization·OAKLAND PARK
1 HOPE FOUNDATION INC
Nonprofit Organization·OAKLAND PARK
1 SALON LIFE DEVELOPMENT ACADEMY INC
Nonprofit Organization·Oakland Park
2024 INCORPORATED
Nonprofit Organization·Oakland Park
21 DAYS FOR CHANGE INC
Nonprofit Organization·Maitland
22ND BOMBARDMENT GROUP ASSOCIATION
Nonprofit Organization·Bonita Springs
2 ANGELS AFFORDABLE HOUSING FOUNDATION INC
Nonprofit Organization·Cape Coral
2SERVE TOGETHER FOUNDATION INC
Nonprofit Organization·MAITLAND
305 WELLNESS
Nonprofit Organization·Miami Lakes
333 MANAGEMENT CORP
Nonprofit Organization·Oakland Park
3 D RUNNERS RUNSHOPPE TIMING ASSOCIATION
Nonprofit Organization·Ft Myers
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Maitland
4 PAWS PET RESCUE & REHABILITATION INC
Nonprofit Organization·Cape Coral
52 WEEKS DEVELOPEMENT
Nonprofit Organization·Oakland Park
60 FEET AWAY INC
Nonprofit Organization·estero
825 MILE FUND INC
Nonprofit Organization·MIAMI LAKES
9-11 FAMILIES UNITED INC C/O WILBUR SMITH LLC
Nonprofit Organization·FT MYERS
AAGO FOUNDATION INC
Nonprofit Organization·MAITLAND
ABA CLIMATE COALITION
Nonprofit Organization·Bonita Springs
ABANTIKA PIYUSH SHAH FOUNDATION INC
Nonprofit Organization·BONITA SPRINGS
ABC-LEARN INC
Nonprofit Organization·CAPE CORAL
A Better Hope Inc
Nonprofit Organization·Cape Coral
A BETTER LIFE - PET RESCUE INC
Nonprofit Organization·Maitland
ACCESSIBLE PROPHECY NORTH AMERICA
Nonprofit Organization·Estero
Ace Mentor Program of
Nonprofit Organization·Maitland
ACE OF HEARTS INC
Nonprofit Organization·Cape Coral
ACT NOW (USA) INC
Nonprofit Organization·BONITA SPRINGS
Acton Academy Alva
Nonprofit Organization·Alva
ADAPTIVE SCUBA PROGRAMS
Nonprofit Organization·OAKLAND PARK
ADCS HARDSHIP TO HOPE FOUNDATION INC
Nonprofit Organization·MAITLAND
ADELE TYLER MEMORIAL SCHOLARSHIP
Nonprofit Organization·ESTERO
ADOPT A STRAY INC
Nonprofit Organization·SANIBEL
ADORADORES DE JOSE INC
Nonprofit Organization·MIAMI LAKES
ADVANCE LEARNING FOUNDATION INC
Nonprofit Organization·Maitland
ADVANCING CHURCH MINISTRIES
Nonprofit Organization·BONITA SPRINGS
ADVENTHEALTH CENTRA CARE DR. PHILLIP'S
Nonprofit Organization·MAITLAND
AEDRA INC
Nonprofit Organization·Oakland Park
A EUPHORIC LIVING FOUNDATION INC
Nonprofit Organization·BONITA SPRINGS
AFFORDABLE HOUSING SPONSORS INC
Nonprofit Organization·Oakland Park
AFRICAN CONSERVANCY
Nonprofit Organization·Bonita Springs
AFTER ORGANIZATION INCORPORATED
Nonprofit Organization·Cape Coral
AGAPE SCHOOLHOUSE INCORPORATED
Nonprofit Organization·N Ft Myers
AGRICULTURE COMMUNICATORS OF FLORIDA FOUNDATION INC
Nonprofit Organization·Maitland
AGRICULTURE COMMUNICATORS OF FLORIDA INC
Nonprofit Organization·Maitland
AGUA VIVA SERVES INC
Nonprofit Organization·MAITLAND
A Heart for Korah Inc
Nonprofit Organization·Cape Coral
AHOP INC
Nonprofit Organization·Oakland Park
AIRWOLF VECTOR CONTROL RESEARCH INSTITUTE
Nonprofit Organization·CAPE CORAL
ALEC G CUNNINGHAM FOUNDATION INC
Nonprofit Organization·Sanibel