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| Happy Holidays!! thanks for using AUM13F!! |
| Lewis Financial Management LLC
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| CRD # | 116344 |
| SEC # | 801-60666 |
| CIK # | |
| AUM | $431.2 M (2025-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 919-872-7000 |
| Address | 1611 East Millbrook Road Raleigh, NC 27609 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 9.8 |
| (b) Individuals (high net worth individuals) | 118 | 421.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 431.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 128 | 431.2 |
| Total | 128 | 431.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.2 | |
| Total | 128 | 431.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jacksonville Wealth Management LLC
✚
|
FL | 0.4 |
|
Mosaic Pacific Investment Advisors LLC
✚
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HI | 0.4 |
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Financial Avengers Inc
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CA | 0.4 |
|
Robert L Bender Inc DBA Robert Bender & Associates
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CA | 0.4 |
|
Ruedi Wealth Management Inc
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|
IL | 0.4 |
|
Benchmark Wealth Management LLC
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|
CT | 0.4 |
|
Googins Advisors Inc
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|
WI | 0.4 |
|
Investor's Fiduciary Advisor Network LLC
✚
|
0.4 | |
|
First Washington Corporation
✚
|
WA | 0.4 |
|
James T Borello & Co
✚
|
IL | 0.4 |