Lewinter Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 3, 2026, reports $163M in regulatory assets under management, 1 employee, 1 office, and 261 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.9% of total clients.
Top client categories% of clientsClients
1
Individuals
65.9%
56
2
HNWI
34.1%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$163Mas of March 3, 2026
Discretionary95.4%
$155M
95% of total RAUM95.4%
Non-discretionary4.6%
$7M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$163M
Total Accounts261
10Y AUM Change+$32M (+24.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee85:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.