Lewinter Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individuals, high‑net‑worth clients, business owners, trusts, estates and endowments, providing discretionary portfolio management, financial planning, and recommendations for third‑party advisers and web‑based retirement platforms. It manages roughly $162 million for about 85 clients and maintains a stated $1 million account minimum that may be waived.
Its investment approach is long‑term and fundamentals‑based, emphasizing asset allocation, diversification, and construction of portfolios around a written Investment Policy Statement with regular monitoring. The firm generally operates under discretionary authority and conducts at least annual account reviews performed by the managing member.
Noteworthy for a firm of its size, it functions with a single primary advisor/managing member taking lead responsibility for client reviews and oversight while managing substantial assets — an organizational setup that is less common among peers. The firm also discloses a broad and more sophisticated set of strategies and services than typical small advisers, including margin and options strategies, alternative and private placement investments, direct indexing, hedged/option‑based ETFs, securities‑backed lines of credit, and the use of AI tools for meeting recordings.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees between $3,000 and $10,000, negotiable.
up to 0.85% annually, negotiable based on portfolio size and services rendered
$650 per hour for Financial Planning services, negotiable.
Account minimum: $1,000,000 (may be waived or modified at firm's discretion) Fee-only: Investment Supervisory Services fees charged as percentage of AUM, negotiated; Financial Planning fees charged as fixed fees ($3,000 to $10,000) or hourly fees ($650/hr), negotiable.
Main office
See officeBoynton Beach FL
Advisors at this office
1
Most active in
Florida · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Benjamin L
Series 65
New York, NY
Lewinter Wealth Advisors, LLC
Benjamin Lewinter is a Series 65-licensed advisor at Lewinter Wealth Advisors, LLC with experience beginning in 2026. Prior to joining the firm, he worked at Palantir Technologies and held positions at Capital One, Fiserv, Columbia Engineering, and Accenture. Lewinter Wealth Advisors serves individuals, high-net-worth clients, business owners, trusts, estates, and endowments, managing approximately $162 million for about 85 clients. The firm employs a long-term, fundamentals-based investment approach centered on asset allocation and diversification, maintaining discretionary authority and conducting regular account reviews.
David L
ChFC®
Boynton Beach, FL
Lewinter Wealth Advisors, LLC
David Lewinter is a ChFC® with 15 years of industry experience. He has been the managing member of Lewinter Wealth Advisors, LLC since 2010 and was self-employed from 2008 to 2020. The firm advises individuals, high-net-worth clients, business owners, trusts, estates, and endowments, offering discretionary portfolio management, financial planning, and recommendations for third-party advisers and web-based retirement platforms. It emphasizes a long-term, fundamentals-based investment approach centered on asset allocation, diversification, and portfolios constructed around written Investment Policy Statements with regular monitoring.
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