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| Lewis Asset Management LLC
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| CRD # | 143409 |
| SEC # | 801-119399 |
| CIK # | 0001372190, 0002004520 |
| AUM | 387.1 M (2026-05-20) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 925-284-4033 |
| Address | 985 Moraga Rd Lafayette, CA 94549 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.9 | ||
| Apple Inc | 14.0 | ||
| Amazon Com Inc | 7.9 | ||
| Alphabet Inc | 5.7 | ||
| Microsoft Corp | 5.3 | ||
| Facebook Inc | 5.3 | ||
| Alphabet Inc | 5.1 | ||
| Broadcom Inc | 4.4 | ||
| Silversun Technologies Inc | 4.2 | ||
| Johnson & Johnson | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 39.8 |
| (b) Individuals (high net worth individuals) | 109 | 345.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 631 | 387.1 |
| By Discretionary | ||
| Discretionary | 610 | 382.5 |
| Non-Discretionary | 21 | 4.5 |
| Total | 631 | 387.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.1 | |
| Total | 631 | 387.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13D | [0001372190] | |
| 13F-HR | [0002004520] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Lewis Asset Management | MAM Software Group Inc | [2014-05-29] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Joseph P Lucia & Associates LLC
✚
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NY | 388.0 M |
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Resolute Wealth Strategies LLC
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MS | 387.6 M |
|
Hassell Wealth Management LLC
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LA | 387.4 M |
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Soundview Advisors Inc
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WA | 387.2 M |
|
MacroView Investment Management LLC
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MD | 387.1 M |
|
New Wave Wealth Advisors LLC
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AR | 386.8 M |
|
Balance Wealth Partners LLC
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OH | 386.7 M |
|
1836 Asset Management LLC
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TX | 386.6 M |
|
Skyline Advisors Inc
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WA | 386.5 M |
|
Ostrofe Financial Consultants Inc
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CA | 386.4 M |