Rd Lewis Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Maitland, FL. Its latest Form ADV filing, dated March 6, 2026, reports $257M in regulatory assets under management, 8 employees, and 852 accounts.
Assets Under Management
$257M
Employees
8
Offices
--
Total Clients
451
Primary office
MAITLAND, FL
253 NORTH ORLANDO AVENUE, SUITE 302, MAITLAND, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
330
2
HNWI
26.8%
121
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of March 6, 2026
Discretionary100.0%
$257M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$257M
Total Accounts852
10Y AUM Change+$139M (+117.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee56:1
10Y Employee Change+4 (+100.0%)
* 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.