Lafayette, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Lewis Asset Management
Team
Firm-wide stats for Lewis Asset Management
About
Lewis Asset Management is a registered investment adviser that serves individuals, high-net-worth individuals, and pension or profit-sharing plans. The firm provides discretionary portfolio management alongside standalone financial planning services, with client reporting and account reviews performed on a periodic basis.
Portfolios are tailored to client goals and risk tolerance, with an emphasis on long-term trading, diversification, and broad-market instruments such as exchange-traded funds and no-load mutual funds rather than frequent individual-security trades. Accounts are typically managed on a discretionary basis with quarterly rebalancing and regular reviews triggered by changes in objectives or significant account activity.
What is distinctive about the firm is that some employees also act as licensed insurance agents, a relationship the brochure discloses as a potential source of additional compensation and conflicts of interest and for which the firm documents and discloses procedures. The firm operates as a mid-sized team managing several hundred million in assets, offers fixed-fee financial planning delivered on a defined timeline, and maintains an institutional custody relationship that provides third-party services and benefits.
Based on Lewis Asset Management
Expertise
Based on Lewis Asset Management
Location
985 Moraga Rd., Suite 207
Lafayette CA 94549
Advisors at this office
3
Advisors at this office
Joseph M
Series 63, Series 65, Series 66
Lafayette, CA
Lewis Asset Management
Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at BlackRock, Mechanic's Bank, and Merrill Lynch Investment Managers. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm emphasizes discretionary portfolio management and financial planning, focusing on long-term trading, diversification, and broad-market instruments such as ETFs and no-load mutual funds.
David L
Series 63, Series 65
Lafayette, CA
Lewis Asset Management
David Lewis is a financial advisor at Lewis Asset Management in Lafayette, CA, with 28 years of industry experience. He has been with Lewis Asset Management since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans through a five-advisor team, managing approximately $387 million. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios that emphasize diversified fund-based strategies aligned with clients’ objectives and risk tolerance.
David W
Series 63, Series 65
Lafayette, CA
Lewis Asset Management
David Wissinger is a financial advisor at Lewis Asset Management with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mechanics Bank for 17 years. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm emphasizes long-term trading with diversified portfolios using exchange-traded funds and no-load mutual funds, managing accounts on a discretionary basis with regular reviews and quarterly rebalancing.
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