Lewis Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,232,719
Clients
95
Advisors
1
of 1 employees
About
Lewis Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors. The firm offers tailored investment management, ongoing financial planning, business planning consulting, and advisement for held-away retirement accounts such as 401(k)s, HSAs, and 529 plans.
The adviser develops individualized investment policies and provides both discretionary and non‑discretionary portfolio management, using a mix of passive and active strategies and applying fundamental, technical, cyclical, and charting analyses. Lewis Wealth integrates held-away accounts into clients’ overall plans, monitors tax and retirement considerations, and maintains continuous planning access and periodic reviews.
Distinctive for a solo independent adviser, the firm expressly provides employee benefit plan services and corporate plan‑level consulting, including participant education, custodian reviews, and plan administrator support. It also limits participation in its premium concierge service, leverages order‑management tools to implement tax‑efficient rebalancing in held‑away accounts, and coordinates with outside attorneys and tax professionals when clients require specialized estate or tax planning.
Client services
Expertise
Fee options
$500 flat fee per additional meeting (beyond guaranteed meetings) in Concierge Financial Planning & Investment Management Services; $6,000 annual flat advisory fee for Employee Benefit Plan services (negotiable)
$0 - $200,000: 1.00% $200,000 - $1,000,000: 1.00% $1,000,001+: 0.50%
Minimum fee: Minimum annual fee of $900 for Concierge Financial Planning & Investment Management Services for accounts under $200,000 Fee-only: Ongoing Financial Planning fee: $2,400 per year (prorated, paid quarterly in advance)
Main office
1905 S. New Market Street, Suite #156
Carmel IN 46032
Advisors at this office
1
Most active in
Illinois · Indiana · 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.
Forms ADV
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